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CONVERGENCE ADVISORY GROUP
Convergence Advisory Group is an independent retirement planning and wealth management firm dedicated to helping clients implement clear strategies to achieve...
CONVERGENCE ADVISORY GROUP
Convergence Advisory Group is an independent retirement planning and wealth management firm dedicated to helping clients implement clear strategies to achieve their financial objectives. All of its advisors are fiduciaries required to act in clients' best interest. The firm uses a team-based approach and serves individuals, families, and small business owners, with advisors holding over 75 years of combined industry experience.
General information
Firm type
Investment Advisory Firm
Location
City
Omaha
Principals
Nathan — Series 63 & 65; Nebraska Life & Health Insurance License; nathan@convergenceplan.com
Tony — Retirement Income Certified Professional (RICP); Series 7
31, & 66; tony@convergenceplan.com
Tyler — Series 63 & 65; Nebraska Life & Health Insurance License; tyler@convergenceplan.com
Colton — Series 63 & 65; NE insurance licenses; colton@convergenceplan.com
Julie — role at Convergence Advisory Group; julie@convergenceplan.com
Sector focus
Frequently asked questions
What is CONVERGENCE ADVISORY GROUP?
CONVERGENCE ADVISORY GROUP is a investment advisory firm headquartered in Omaha.
Where is CONVERGENCE ADVISORY GROUP headquartered?
CONVERGENCE ADVISORY GROUP is headquartered in Omaha.
What does Altss track for CONVERGENCE ADVISORY GROUP?
Altss maintains an OSINT-verified profile of CONVERGENCE ADVISORY GROUP covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is CONVERGENCE ADVISORY GROUP's website?
CONVERGENCE ADVISORY GROUP's public website is convergenceplan.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is CONVERGENCE ADVISORY GROUP?
CONVERGENCE ADVISORY GROUP is classified by Altss as a Investment Advisory Firm.
How does Altss source intelligence on CONVERGENCE ADVISORY GROUP?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was CONVERGENCE ADVISORY GROUP's Altss profile last updated?
CONVERGENCE ADVISORY GROUP's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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