NM
Nathan E. Magdanz
CONVERGENCE ADVISORY GROUP
Omaha, NE 68154
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CRD#: 5230037
NM
Professional summary
Nathan Edward Magdanz, who also goes by Nathan E Magdanz, Nathan Edward Magdanz, is a registered financial advisor currently at CONVERGENCE ADVISORY GROUP located in Omaha, Nebraska.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nathan has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nathan E Magdanz | Nathan Edward Magdanz
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.
***INSURANCE SALES POSITION: Agent NATURE: Nathan Magdanz - Position: Agent - Nature: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 09/01/2015 ADDRESS: 17117 Burt St, Omaha NE 68118 DESCRIPTION: Insurance product sales to clients ***CONVERGENCE WEALTH LLC POSITION: IAR NATURE: Investment Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2021 ADDRESS: 17117 Burt St, Suite 302, Omaha NE 68118 DESCRIPTION: Investment Advisory Business ***FINANCIAL EDUCATION COLLABORATIVE POSITION: Educator NATURE: Financial Education Program Assistance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2019 ADDRESS: 12020 Shamrock Plz, Suite 200, Omaha NE 68154, United States DESCRIPTION: Help plan, coordinate, and host education workshops at universities and libraries as a volunteer and board member. ***MILTON RESEARCH LLC POSITION: Owner NATURE: Market Research/Trading INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 01/02/2023 ADDRESS: 7614 N 58th St, Omaha NE 68152, United States DESCRIPTION: The company that holds my IP. Currently generates no revenue. This is an LLC that owns the software stack, algorithms, data, and research I've generated for my market research.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Edward Magdanz's 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®
NoneExperience
Current
October 7, 2020 - Present
CONVERGENCE ADVISORY GROUP
Office #1: 12020 Shamrock Plaza Suite 100, Omaha, NE 68154RIA
CRD#: 308408
Omaha, NE
Past
October 1, 2015 - February 3, 2023
SECURITIES AMERICA, INC.
BD
CRD#: 10205
OMAHA, NE
Past
August 19, 2015 - January 19, 2021
CONTINUUM FINANCIAL
RIA
CRD#: 175297
OMAHA, NE
Past
October 15, 2008 - July 30, 2015
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
OMAHA, NE
Past
October 27, 2006 - July 2, 2008
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
ENGLEWOOD, CO
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
Nebraska(10/7/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CA
CONVERGENCE ADVISORY GROUP
CONVERGENCE ADVISORY GROUP | CONVERGENCE WEALTH, LLC | CONVERGENCE WEALTH
CRD#: 308408 / SEC#:
Nebraska
Registered Investment Advisory firm - (10/5/2020 Approved)Texas
Registered Investment Advisory firm - (3/29/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12020 Shamrock Plaza Suite 100, Omaha, NE 68154
Mailing Address
Phone number
(402) 991-5600
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 585 |
| AUM (Assets Under Management) | $ 89,588,469 |
Red Flags
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Company Information
CONVERGENCE ADVISORY GROUP
CRD#: 308408Omaha, NE 68154TRUST BUT VERIFY
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