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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.

  1. Convergence FinancialFeb 2026 to now
  2. Baxter HealthOct 2024 to now
  3. Rtg MedicalJun 2022 to Oct 2024
  4. Mercy HospitalJun 2018 to Jun 2022
  5. 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
Advisor's SEC record (opens in a new tab)
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