Michael Wayne Converse
Investment adviser representative at Converse Team Financial Services, LLC
21 yearsExperience
1 stateRegistered in
ChFC®Designation
$325MFirm assets
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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
- Pension consulting
Experience
21 years in the industry.
- Converse Team Financial Services, LLCApr 2025 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Raymond James Financial ServicesJan 2003 to now
- Mike ConverseJul 2015 to Nov 2019
- Converse Financial Advisory, Inc.Apr 2008 to Apr 2024
- Converse Financial Advisory, Inc Converse Team Financial ServicJan 2008 to Apr 2024
- Keating Financial Advisory Services, Inc.Oct 2007 to Apr 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (KS).
Converse Team Financial Services, LLC
$325MAssets managed
83Clients
6Advisers
1 yearIn 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
- 4623296
- Firm CRD
- 335322