Tyler Stephen Hoffmann
Investment adviser representative at Convergence Financial
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Convergence Financial, LLCFeb 2021 to now
- LPL Financial, LLCJan 2021 to now
- TD Ameritrade Investment Management, LLCFeb 2018 to Jan 2021
- TD Ameritrade, Inc.Feb 2018 to Jan 2021
- ScottradeJun 2010 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 5684883
- Firm CRD
- 304146