Christopher Shane Danner
Investment adviser representative at Convergence Financial
11 yearsExperience
2 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
11 years in the industry.
- Convergence Financial, LLCAug 2026 to now
- LPL Financial LLCJan 2024 to now
- Good Life Advisors, LLCJan 2024 to Aug 2026
- Kestra Advisory Services, LLCApr 2016 to Jan 2024
- Nfp Advisor ServicesApr 2015 to Jan 2024
- Kestra Investment Services, LLCApr 2015 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (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
- 5415737
- Firm CRD
- 304146