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Grant Walker

Investment adviser representative at Convergence Financial in Ozark, MO

Investment adviser registrationUpdated

Grant Walker is an investment adviser representative at Convergence Financial, LLC, an investment adviser managing $904M, and works from its Ozark, MO office. Grant Walker has been registered through Convergence Financial since 24 March 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Grant Walker has been an investment adviser representative at Convergence Financial since March 2026, and is not listed among the firm’s executive officers or direct owners.

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.

  1. – present · under a year
    Ozark, MO · Adviser representative · Firm CRD 304146

Credentials and registrations

Investment adviser representative registrations

Grant Walker is registered as an investment adviser representative in Missouri, since March 2026.

  • MissouriSince 24 March 2026

Examinations

Series 6524 March 2026
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
8212774
Firm
Convergence Financial · CRD 304146
Office
1475 W. South St., Ozark, MO 65721
Registration
Investment adviser registration
In the industry since
March 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Grant Walker work?

Grant Walker is an investment adviser representative registered through Convergence Financial, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Grant Walker a financial advisor?

Yes. Grant Walker has a current investment-adviser registration in Missouri, through Convergence Financial since March 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Grant Walker have?

Grant Walker has 0 years in the financial industry, since March 2026, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Grant Walker passed?

Grant Walker passed the Series 65 in March 2026.

Source: IAPD individual record, checked 24 October 2026

Where is Grant Walker based?

Grant Walker’s registered office is in Ozark, MO.

Source: IAPD individual record, checked 24 October 2026

Is Grant Walker registered with FINRA?

No. Grant Walker has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Grant Walker’s record?

Search CRD 8212774 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Grant Walker’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Convergence Financial

Sources

  1. IAPD individual record, CRD 8212774, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Convergence Financial, LLC, filed 30 September 2026. Executive officers and direct owners; this person is not among them.