Daniel
Baumgardner
Convergence Financial
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About this Advisor
Daniel Baumgardner is a financial advisor operating out of Columbia, Missouri with 3 years of industry experience. Baumgardner is an advisor for Convergence Financial. Throughout their career, they have worked 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. Baumgardner has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota. Convergence Financial is a business that has its headquarters in Columbia, MO. The company has offices in five locations and a total of 22 people on staff. It manages $298 million in assets among its 2,718 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 2,718 client accounts, 16% are held by high-net-worth clients who have greater than $1 million in investable assets. Convergence Financial has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice typically vary depending on the type of financial services offered. However, fees charged by Convergence Financial likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Convergence Financial Brokerage Details
$298,064,113
22
2,718
$109,663
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Baumgardner Work History
Daniel has been registered as a financial advisor for 3 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Fayette, MO
Columbia, MO
Columbia, MO
Columbia, MO
Kansas City, MO
Columbia, MO
Columbia, MO
Columbia, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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