William H. Mc Crea

CONVERGENCE FINANCIAL

Overland Park, KS 66210

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CRD#: 4397473

Professional summary

William Hafer Mc Crea, who also goes by Bill Mccrea, William H Mccrea, William Hafer Mccrea, is a registered financial advisor currently at CONVERGENCE FINANCIAL located in Overland Park, Kansas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. William has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Mccrea | William H Mccrea | William Hafer Mccrea

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Hafer Mc Crea's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 24, 2024 - Present

CONVERGENCE FINANCIAL

Office #1: 10975 Benson Dr Suite 390, Overland Park, KS 66210

RIA

CRD#: 304146

Overland Park, KS

Past

August 20, 2010 - July 1, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Leawood, KS

Past

October 16, 2006 - December 31, 2009

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Leawood, KS

Past

October 16, 2006 - July 1, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Leawood, KS

Past

May 17, 2004 - October 18, 2006

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

PHOENIX, AZ

Past

May 10, 2004 - October 18, 2006

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

PHOENIX, AZ

Past

July 9, 2001 - May 25, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONVERGENCE FINANCIAL

CRD#: 304146 / SEC#: 801-116738

RIA

Registered Investment Advisory firm - (6/3/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(6/24/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/26/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/6/2001

General Securities Representative Examination

Current Firm

CONVERGENCE FINANCIAL

CRD#: 304146 / SEC#: 801-116738

RIA

Registered Investment Advisory firm - (6/3/2019 Approved)

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Contact information

Main Address

3919 S. Providence Road, Columbia, MO 65203

Mailing Address

Phone number

(573) 818-2264

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CONVERGENCE FINANCIAL 2A (9/10/2025)

Regulatory assets under management

Total Number of Accounts	3,609
AUM (Assets Under Management)	$ 703,445,900

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William H. Mc Crea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Hafer Mc Crea's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CONVERGENCE FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 7/26/2001

SIE

Date: 10/1/2018

Series 7

Date: 7/6/2001

Current Firm

CONVERGENCE FINANCIAL

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONVERGENCE FINANCIAL

TRUST BUT VERIFY

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