Daniel
Baumgardner
Convergence Financial
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About this Advisor
Daniel Baumgardner is a financial advisor based in Columbia, Missouri, working with Convergence Financial. Daniel has previously held positions at Laerdal Medical, Waddell & Reed Inc, Securian Financial Services, Inc, Cri Securities, LLC, North Star Resource Group, Minnesota Life Insurance Co, Pfs Investments Inc, Primerica Financial Services, and Convergence Financial, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Daniel is part of Convergence Financial, which operates out of Columbia, Missouri. The firm has 5 offices and 18 employees. The firm manages assets totaling $422.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Convergence Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Convergence Financial Brokerage Details
$422,444,754
18
2,651
$159,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Baumgardner Work History
Convergence Financial, LLC
Laerdal Medical
Pfs Investments Inc
Primerica Financial Services
Securian Financial Services, Inc
Securian Financial Services, Inc
Cri Securities, LLC
North Star Resource Group
Minnesota Life Insurance Co
Waddell & Reed Inc
Waddell & Reed Inc
Disclosures
Please visit the SEC profile of Daniel Baumgardner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Convergence Financial
Columbia, MO
Columbia, MO
Fayette, MO
Fayette, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
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