Convergence Advisory Group

Andrew Wacker is a financial advisor with Convergence Advisory Group in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at MassMutual and Securities America, Inc. Outside of advisory work, he serves as Executive Director of the Financial Education Collaborative, organizing workshops at universities and libraries. Convergence Advisory Group provides investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $90 million across several hundred client relationships. The firm offers discretionary portfolio management, separate financial planning services, and educational programs, employing a range of analytical methods and trading strategies tailored to client objectives.

Anthony Manganaro is a financial advisor with Convergence Advisory Group in Omaha, NE, holding a Series 66 license and bringing 24 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Securities America, and Ellerbrock-Norris Financial. He volunteers as a financial educator with the Financial Education Collaborative Inc. Convergence Advisory Group provides portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $104.5 million in discretionary assets. The firm uses written Investment Policy Statements and offers both adviser-managed strategies involving derivatives and options and strategically-managed portfolios focused on mutual funds and ETFs, with flexible fee structures and an educational seminar series.

Nathan Magdanz is a financial advisor with Convergence Advisory Group in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Convergence Wealth, LLC, Securities America, Inc., and Continuum Financial. Outside of advisory work, Magdanz serves as a volunteer educator and board member with the Financial Education Collaborative, helping to plan and host financial education workshops at universities and libraries. He also owns Milton Research LLC, which holds his market research intellectual property. Convergence Advisory Group provides investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $90 million across several hundred client relationships. The firm offers discretionary portfolio management, various financial planning services, and a 12-month DIY Investor Rehab program, utilizing both Adviser-Managed and Strategically-Managed approaches with a range of analytical and trading strategies.

Colton Koehler is an investment advisor at Convergence Advisory Group in Omaha, NE, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Inc and Continuum Financial. Outside of his advisory work, Koehler is involved in a family farm as a farm hand and works as an independent insurance broker agent. Convergence Advisory Group manages approximately $90 million for individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides discretionary portfolio management, financial planning services, and educational programs, employing a variety of analytical methods and trading strategies tailored to client objectives.

Tyler Kanne is a financial advisor with Convergence Advisory Group in Omaha, NE, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Securities America Inc and Continuum Financial. Outside of his advisory role, he volunteers as a financial educator with the Financial Education Collaborative Inc. Convergence Advisory Group provides investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $90 million across several hundred client relationships. The firm offers discretionary portfolio management, subscription planning services, and a 12-month DIY Investor Rehab program, employing a variety of analytical methods and trading strategies while also conducting educational seminars and workshops.