Inactive

Grant Walker

Convergence Financial

CRD 8212774

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Employer firm

Convergence Financial CRD 304146

$904M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Convergence Financial

3919 S. Providence Road, Columbia, MO 65203 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2026-03-24

MO RA
APPROVED

Since 2026-03-24

Branch Locations

1475 W. South St., Ozark, MO 65721 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Oakley Vault	Springfield	MO	05/2015	12/2019
Mercy Hospital	Springfield	MO	06/2018	06/2022
Rtg Medical	Springfield	MO	06/2022	10/2024
Baxter Health	Springfield	MO	10/2024	Present
Convergence Financial	Columbia	MO	02/2026	Present

05/2015 → 12/2019

Oakley Vault

Springfield, MO
06/2018 → 06/2022

Mercy Hospital

Springfield, MO
06/2022 → 10/2024

Rtg Medical

Springfield, MO
10/2024 → Present

Baxter Health

Springfield, MO
02/2026 → Present

Convergence Financial

Columbia, MO

Other Businesses

10/2024 - present; Baxter health, medical employee, 32 hours/month. Non-investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-24

S65 Uniform Investment Adviser Law Examination

2026-03-24

View on SEC IAPD

Nearby Firms

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STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Chad Allen Page

ERIC J GAISFORD

GARY SCOTT FRANKLIN

Nearby Offices

EDWARD JONES · OZARK, MO

OSAIC WEALTH, INC. · OZARK, MO

EDWARD JONES · OZARK, MO

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