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Cole Horstmann

Advisor at Convergence Financial

Updated today

Location

Fayette, MO 65248

Credentials

Series 66

Industry experience

3 years

About

Cole Horstmann is a financial advisor at Convergence Financial with three years of industry experience. He holds a Series 66 designation and has previously been employed at firms including LPL Financial and Commercial Trust Bank. Outside of his advisory role, he has worked at Emmet's Kitchen and Tap for eight years. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, employing strategic asset allocation and fundamental analysis tailored to clients' goals and risk tolerance.

Client services

Based on Convergence Financial

Financial planning Portfolio management Pension consulting

Expertise

Based on Convergence Financial

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance ESG / Sustainable investing

Occupation focus

Based on Convergence Financial

Founder/Business Owner Executive

Demographic focus

Based on Convergence Financial

Approaching retirement Mid-Career Professionals

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Fee options

Fixed

Financial planning fees typically range from $500 to $5,000, may exceed $5,000 depending on complexity

Percentage

Negotiable, typically up to 1.5% annually

Commissions

Certain advisors are registered representatives of broker/dealers and receive commissions for securities transactions and insurance products.

Project-based

Typically ranges from $250 to $500 per hour

Location

119 N Main St

Fayette, MO 65248

Most active in

Missouri

Work history

Commercial Trust Financial Services

2026 - Present (1 year)

Convergence Financial

2023 - Present (3 years)

LPL Financial

2022 - Present (4 years)

Commercial Trust Bank

2021 - Present (5 years)

Statefarm

2018 - 2019 (1 year)

Hertz

2018 - 2018 (1 year)

Sam's Club

2017 - 2018 (1 year)

Midway Arms

2016 - 2017 (1 year)

Emmet's Kitchen and Tap

2015 - 2023 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dustin B

Series 66

Glasgow, MO

Alexander Capital Wealth Management LLC

Dustin Bachtel is a financial advisor at Alexander Capital Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at Alexander Capital Wealth Management since 2022. Prior to this, he was associated with Chariton Valley for nine years and currently maintains roles at Arthur Morris Lifestyle Wealth Management and as a self-employed insurance producer. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis in its investment approach and manages approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar

Scott M

Series 66

Glasgow, MO

Alexander Capital Wealth Management LLC

Scott Morris is a financial advisor with Alexander Capital Wealth Management LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Alexander Capital LP since 2021 and International Assets Advisory LLC since 2015. Outside of his advisory role, Morris is involved in several business ventures including ownership of a coffee shop and an ice cream shop, as well as serving as president of a local nonprofit child care learning center. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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Quin G

Series 66

Boonville, MO

Money Concepts Capital Corp

Quin Gentry is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation and approximately one year of experience. Prior to his current role, he worked briefly at Synergy Wealth Solutions and was a student at the University of Missouri. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages around $4.07 billion in client assets through a large network of advisors, employing model-driven and asset-allocation strategies with both discretionary and non-discretionary program options.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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William R

Series 63, Series 65

Boonville, MO

Money Concepts Capital Corp

William Rapp is a financial advisor with Money Concepts Capital Corp in Boonville, MO, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Money Concepts since 2018 and previously at Signator Investors, Inc. and Safeco Investment Services, Inc. Rapp is also involved in the sale of health, dental, and group benefits through Naught Naught Agency, a business he has operated since 1998. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a variety of managed programs and combines model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Matthew P

Series 63, Series 66

Boonville, MO

Edward Jones

Matthew Peiter is a financial advisor at Edward Jones in Boonville, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Daniel K

CFP®, Series 63, Series 65

Boonville, MO

LPL Financial

Daniel Kammerich is a CFP® professional with 32 years of experience in financial advising. He is affiliated with LPL Financial and operates through his Personal Financial Group, which he has managed since 2009. Kammerich also has a background in non-variable insurance, running Kammerich Insurance since 1984. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by in-house research and model portfolios, accommodating both advisory and brokerage needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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