Cathleen Wrisberg is a registered investment advisor at Convergence Financial, based in Chesterfield, MO, with 14 years of industry experience. Cathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,222 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Convergence Financial charges an annual fee based on a percentage of the value of your investments. This fee covers ongoing analysis, consultations, portfolio construction, trading, rebalancing, account monitoring, market updates, and other communications. The fee is negotiable and typically does not exceed 1.5% annually. Some accounts may have additional platform fees.
Location
Chesterfield, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Cathleen operates Convergence Financial LLC as a DBA for her LPL business and as a Registered Investment Advisor. She dedicates nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
Convergence Financial
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Moloney Securities Asset Management LLC
Moloney Investment Advisory LLC
Moloney Securities CO., INC.Broker
Moloney Securities CO., INC.
Edward Jones
Edward JonesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.