Robert Braun

Financial Advisor at Convergence Financial & Tax

Greater Minneapolis-St. Paul Area

About

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. Securities offered through LPL Financial Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section above. Investment advice offered through Convergence Financial, LLC, a registered investment advisor. Convergence Financial and Convergence Financial & Tax are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Convergence Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

  • Founder & Financial Advisor at Convergence Financial & Tax
    Jun 2019 - Present · 7 yrs 2 mos

    Bringing Investing, Personalized Financial Planning, and Consistent Service Together.

  • Financial Advisor at Waddell & Reed
    Sep 2006 - Jun 2019 · 12 yrs 10 mos