Travis
Cook
Convergence Financial
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About this Advisor
Travis Cook is a certified financial planner based out of Columbia, Missouri, who has 4 years of relevant experience. Cook is currently employed by Convergence Financial. Cook has gained experience at Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Divorce Consultants, LLC, The Cook Group, LLC, Lpl Financial LLC, Good Life Advisors, LLC and Convergence Financial, LLC. Cook maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Missouri and Texas. Convergence Financial is a business operating out of Columbia, MO. The company has offices in five locations and a total of 22 people on staff. It administers $298 million in assets under management between its 2,718 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 2,718 customer accounts, 16% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice usually are based on which services the firm provides the client. However, fees billed by Convergence Financial most 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
Travis Cook Work History
Travis has been registered as a financial advisor for 4 years.*
Convergence Financial, LLC
Lpl Financial LLC
The Cook Group, LLC
Good Life Advisors, LLC
Divorce Consultants, LLC
Various Insurance Carriers For W&R Insurance Agencies
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 Travis Cook 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
