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Michael Francis Richards

Convergence Financial

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About Michael Francis Richards

Michael Richards is a financial advisor with Convergence Financial, a registered investment advisor firm. Michael has been in the industry since 2016 and has a diverse background in finance and business. Michael is a Series 7 and 66 licensed professional and has experience working with a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Michael provides a variety of services, including financial planning, portfolio management, and investment advice. Michael has a strong understanding of the financial markets and is dedicated to helping clients achieve their financial goals.

Firm Information

Michael Richards is currently registered with Convergence Financial. Convergence Financial is a registered investment advisor headquartered in Columbia, Missouri. The firm offers financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. Convergence Financial has approximately $422 million in regulatory assets under management.
Convergence Financial

3919 S. PROVIDENCE ROAD

COLUMBIA, MO 65203

$422.44M

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Richards’s Registration & Firm History

KS

08/21/2024 - Present

Convergence Financial (OVERLAND PARK KS)

KS

02/20/2020 - 09/03/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (Overland Park KS)

KS

11/15/2018 - 02/27/2020

AMERIPRISE FINANCIAL SERVICES, LLC (Overland Park KS)

MO

12/03/2015 - 06/22/2018

EDWARD JONES (KANSAS CITY MO)

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Licenses & Designations

BOTH

Issued 01/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Francis Richards.
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