Travis Cook
Travis Cook is a CFP-designated registered investment advisor at Convergence Financial, based in Columbia, MO, with 19 years of industry experience. Travis 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
3919 S. Providence Road, Columbia, MO, 65203
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2016Other Business ActivitiesSells Insurance
Travis is involved in several business activities, including insurance sales, investment advisory services, real estate rental, tax preparation, and mortgage services. He spends about 10-20% of his time selling life, health, disability, LTC, fixed, Medicare supplements, and final expense insurance.
Employment History
Current Registrations
Convergence Financial
Previous Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations2 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.