Austin Harrison has been an investment adviser representative at Convergence Financial since July 2024, and is not listed among the firm’s executive officers or direct owners. Austin Harrison studied at Benedictine College.
Convergence Financial, LLC is a Columbia, MO firm with $904M under management, 2,714 clients and 13 advisers across 15 offices, as of its September 2026 filing.
Austin Harrison is Director of Investments of Convergence Financial. He joined Convergence in 2024 after nearly a decade on the portfolio management team of a Kansas City-based RIA. He and the rest of the investment management team design, implement, monitor and improve the firm's investment strategies.
Austin Harrison’s longest registration was 7 years at Mader & Shannon Wealth Management (2016–2024). Before joining Convergence Financial in 2024, Austin Harrison was registered through Mader & Shannon Wealth Management.
- Convergence FinancialCurrent– present · 2 yearsColumbia, MO · Adviser representative · Firm CRD 304146
- Mader & Shannon Wealth Management– · 7 yearsKansas City, MO · Adviser representative · Firm CRD 123741
Professional designations
Listed by Convergence Financial
- Chartered Financial Analyst (CFA®)
- Chartered Market Technician (CMT®)
Investment adviser representative registrations
Austin Harrison is registered as an investment adviser representative in Missouri, since July 2024.
- MissouriSince 5 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 September 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Austin Grant Harrison
- CRD
- 6709291
- Firm
- Convergence Financial · CRD 304146
- Office
- 3919 S. PROVIDENCE ROAD, Columbia, MO 65203
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- convergencewealth.com
Where does Austin Harrison work?
Austin Harrison is an investment adviser representative registered through Convergence Financial, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Austin Harrison a financial advisor?
Yes. Austin Harrison has a current investment-adviser registration in Missouri, through Convergence Financial since July 2024.
How many years of experience does Austin Harrison have?
Austin Harrison has 10 years in the financial industry, since October 2016, across 2 adviser firms.
What exams has Austin Harrison passed?
Austin Harrison passed the Series 65 in September 2016.
Where did Austin Harrison work before Convergence Financial?
Before Convergence Financial, Austin Harrison was registered through Mader & Shannon Wealth Management, September 2016 to July 2024.
Where is Austin Harrison based?
Austin Harrison’s registered office is in Columbia, MO.
Is Austin Harrison registered with FINRA?
No. Austin Harrison has no current broker registration.
Is Austin Harrison a CFA charterholder?
Convergence Financial lists Austin Harrison with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Austin Harrison CFA®, CMT® biography, convergencewealth.com
How can I verify Austin Harrison’s record?
Search CRD 6709291 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Austin Harrison’s full registration record.
