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Travis Earl Cook

Convergence Financial

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About Travis Earl Cook

Travis Earl Cook is a financial advisor who has been in the industry for over 16 years. Travis is registered with the state of Missouri and Texas as an Investment Advisor Representative. Travis is currently employed by Convergence Financial. Travis provides investment advisory services through Convergence Financial, LLC, an independent investment advisor firm. Travis also has experience with LPL Financial LLC and Waddell & Reed. Travis holds a Series 66, Series 7, and Series 24 license and is also a Certified Financial Planner. Travis specializes in retirement planning, college savings planning, and estate planning.

Firm Information

Travis Cook 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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Travis Cook’s Registration & Firm History

MO

01/12/2021 - Present

Convergence Financial (COLUMBIA MO)

MO

07/25/2016 - 03/13/2023

LPL FINANCIAL LLC (COLUMBIA MO)

MO

11/30/2006 - 08/09/2016

WADDELL & REED (COLUMBIA MO)

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Licenses & Designations

BOTH

Issued 01/18/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/09/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Travis Earl Cook. Review regulatory record here.
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