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Bradyn R
Series 66
Overland Park, KS
Convergence Financial
Bradyn Ramos is a financial advisor with Convergence Financial in Overland Park, KS, holding a Series 66 credential and one year of industry experience. He has worked previously at Edward Jones and LPL Financial. Ramos also serves as an investment advisor with Convergence Financial, an independent registered investment advisor. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation and fundamental analysis approach to portfolio construction and offers a range of services including discretionary asset management, retirement plan consulting, and access to third-party asset managers.
Kaden M
Series 66
Overland Park, KS
Convergence Financial
Kaden Moore is a financial advisor at Convergence Financial with two years of industry experience. He previously worked at LPL Financial and UBS Financial, and has experience outside the financial sector at Hallbrook Country Club. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to build tailored portfolios and offers retirement plan consulting, fiduciary services, and access to third-party asset managers.
William M
Series 66
Overland Park, KS
Convergence Financial
William Mc Crea is a financial advisor at Convergence Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab for 18 years. Outside of his primary role, he operates as a financial advisor under the d/b/a Ramos Group for investment advisory activities. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis, offers retirement plan fiduciary services, and manages client assets across a 24-advisor team with multiple office locations.
Michael R
Series 66
Overland Park, KS
Convergence Financial
Michael Richards is a financial advisor at Convergence Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services and Ameriprise Financial. He also owns a small home-based business unrelated to investment activities. Convergence Financial is a multi-office firm that manages over $900 million in client assets across a 24-advisor team. The firm provides investment advisory and financial planning services to individuals, families, and institutions, emphasizing strategic asset allocation and fundamental analysis to build tailored portfolios.
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