# CONVERGENCE ADVISORY GROUP

CONVERGENCE ADVISORY GROUP is an Investment Advisory Firm based in Omaha.

## Overview

- **Organization type:** Investment Advisory Firm
- **Headquarters:** Omaha
- **Assets under management:** Undisclosed
- **Website:** convergenceplan.com
- **LinkedIn:** https://www.linkedin.com/company/convergenceplan

## Regulatory record

- **CRD number:** 308408
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308408

## About

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.

## Sectors

- Private Credit
- Real Assets
- Infrastructure

## People

- 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

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Last updated: 2026-08-11T15:06:27.647Z

Canonical page: https://altss.com/profile/convergence-advisory-group

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