William MC Crea has been an investment adviser representative at Convergence Financial since June 2024, and is not listed among the firm’s executive officers or direct owners. William MC Crea holds a BA in Economics from the University of Illinois Urbana-Champaign.
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.
Bill McCrea is Financial Advisor of Convergence Financial, in Overland Park, Kansas. He began his career in financial services in 2001 in the financial advisor training program at UBS Financial Services, then worked at AIG Valic with K-12 education, municipal and hospital employees on their retirement plans. He moved to Charles Schwab in 2006, where he spent 18 years as a Financial Consultant, and joined Convergence in 2024.
William MC Crea’s longest registration was 13 years at Charles Schwab & Co., Inc. (2010–2024). Before joining Convergence Financial in 2024, William MC Crea was registered through Charles Schwab & Co., Inc. and Valic Financial Advisors, Inc.
- Convergence FinancialCurrent– present · 2 yearsOverland Park, KS · Adviser representative · Firm CRD 304146
- Charles Schwab & Co., Inc.– · 13 yearsLeawood, KS · Adviser representative · Firm CRD 5393
- Charles Schwab & Co., Inc.– · 3 yearsLeawood, KS · Adviser representative · Firm CRD 5393
- Valic Financial Advisors, Inc.– · 2 yearsPhoenix, AZ · Adviser representative · Firm CRD 42803
Investment adviser representative registrations
William MC Crea is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from June 2024; the most recent is Texas, in December 2025.
- KansasSince 25 November 2025
- MissouriSince 24 June 2024
- TexasResidentSince 1 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 July 2001 |
| Series 7 | General Securities Representative Examination | 6 July 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Hafer MC Crea
- CRD
- 4397473
- Firm
- Convergence Financial · CRD 304146
- Office
- 10975 Benson Dr Suite 390, Overland Park, KS 66210
- Registration
- Investment adviser registration
- In the industry since
- July 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ramosgrp.com
Where does William MC Crea work?
William MC Crea is an investment adviser representative registered through Convergence Financial, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is William MC Crea a financial advisor?
Yes. William MC Crea has a current investment-adviser registration in Kansas, Missouri and Texas, through Convergence Financial since June 2024.
How many years of experience does William MC Crea have?
William MC Crea has 25 years in the financial industry, since July 2001, across 3 adviser firms.
What exams has William MC Crea passed?
William MC Crea has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2001. FINRA credited William MC Crea with the SIE, which began in October 2018.
Where did William MC Crea work before Convergence Financial?
Before Convergence Financial, William MC Crea was registered through Charles Schwab & Co., Inc., October 2006 to December 2009; Valic Financial Advisors, Inc., May 2004 to October 2006.
Where is William MC Crea based?
William MC Crea’s registered office is in Overland Park, KS.
Is William MC Crea registered with FINRA?
No. William MC Crea has no current broker registration.
How can I verify William MC Crea’s record?
Search CRD 4397473 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William MC Crea’s full registration record.
