CF
CONVERGENCE FINANCIAL
SEC RegisteredCOLUMBIA, MOhttps://convergencemn.com(573) 818-2264
Assets Under Management
$500M–$1B
Employees
18
Office Locations
11 offices
Total Accounts
4725
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable Organizations
Services
estate_planning
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,018 | $295M |
| High Net Worth Individuals | 647 | $583M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 9 | $2.7M |
| State/Municipal Entities | 18 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Travis Earl Cook
CEO AND MEMBER
Llc Glhc
MEMBER
Tyler Stephen Hoffmann
PRESIDENT
Office locations
11 offices in 3 states
MO
COLUMBIAHQ
KS
OVERLAND PARK
MO
NEW MADRID
KS
OVERLAND PARK
MN
APPLE VALLEY
MO
FAYETTE
MO
BOONVILLE
MO
SALISBURY
MO
INDEPENDENCE
MO
BRANSON
MN
FAIRMONT
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
CRD number
#304146
SEC Number
801-116738
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
convergencemn.comPhone
(573) 818-2264Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONVERGENCE FINANCIAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.