Dawna Westberg-welch
Investment adviser representative at Convergence Financial
18 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
18 years in the industry.
- Convergence FinancialSep 2026 to now
- Wilderness Family Tree and Lawn Service, LLCMay 2011 to now
- Virtual Ventures LLCJul 2008 to now
- Stratos Wealth Partners, LtdApr 2016 to Sep 2026
- LPL Financial, LLCApr 2016 to Nov 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 5730451
- Firm CRD
- 304146