William Hafer Mc crea
Investment adviser representative at Convergence Financial
20 yearsExperience
3 statesRegistered in
$904MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Convergence Financial, LLCJun 2024 to now
- Charles Schwab & Co., Inc.Oct 2006 to Jun 2024
- Charles Schwab Bank, SsbOct 2006 to Jun 2024
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Convergence Financial
Legal name: Convergence Financial, LLC
$904MAssets managed
2,714Clients
28Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4397473
- Firm CRD
- 304146