Advisor at Convergence Advisory Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Convergence Advisory Group
Location
Omaha, NE 68154
Credentials
Series 63, Series 65
Industry experience
13 years
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.
Based on Convergence Advisory Group
Based on Convergence Advisory Group
Flat fee for financial planning services (negotiable), with $1,200 or 50% due at signing
$0 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.55% $2,000,001 - $3,000,000: 1.35% $3,000,001 - $4,000,000: 1.15% $4,000,001 - $5,000,000: 1.05% $5,000,001 - $6,000,000: 0.95% $6,000,001 - $7,000,000: 0.85% $7,000,001+: 0.75%
Certain employees receive commissions on securities and insurance products sales; commission amounts not specified
Up to $195 per hour for financial planning services
DIY Investor Rehab $100 or $200 per month for 12 months; Financial planning subscription $50 (Starter), $150 (Intermediate), $300 (Expert) per month
Fee-only: Flat fee financial planning negotiable, hourly financial planning up to $195/hour, DIY Investor Rehab subscription $100-$200/month, Financial planning subscription $50-$300/month
12020 Shamrock Plaza, Suite 100
Omaha, NE 68154
Nebraska
Convergence Wealth
2020 - Present (6 years)
Securities America Inc
2015 - 2023 (8 years)
Continuum Financial
2015 - 2021 (6 years)
SELF EMPLOYED
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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