Grant Walker
Investment adviser representative at Convergence Financial
11 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
11 years in the industry.
- Convergence FinancialFeb 2026 to now
- Baxter HealthOct 2024 to now
- Rtg MedicalJun 2022 to Oct 2024
- Mercy HospitalJun 2018 to Jun 2022
- Oakley VaultMay 2015 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8212774
- Firm CRD
- 304146