Michael Richards, Apma®, Cdfa®
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Michael Richards, Apma®, Cdfa® Email & Phone Number

Financial Advisor at Convergence Financial at Convergence Financial
Location: Kansas City Metropolitan Area, United States 8 work roles 2 schools
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Current company
Role
Financial Advisor at Convergence Financial
Location
Kansas City Metropolitan Area, United States

Who is Michael Richards, Apma®, Cdfa®? Overview

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Michael Richards, Apma®, Cdfa® is listed as Financial Advisor at Convergence Financial at Convergence Financial, based in Kansas City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Michael Richards, Apma®, Cdfa®.

Michael Richards, Apma®, Cdfa® previously worked as Financial Advisor at Convergence Financial and Financial Advisor at Caliber Wealth Management. Michael Richards, Apma®, Cdfa® holds Bachelor Of Science, Agriculture Business And Animal Science from Colorado State University.

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Email format at Convergence Financial

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Convergence Financial

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Profile bio

About Michael Richards, Apma®, Cdfa®

As a Financial Advisor at Convergence Financial, I work with top-tier executives to pursue your personalized goals to protect wealth by strategically navigating market complexities and risks, and to seek lasting legacies for generations to come. Have you ever experienced these feelings:❌ Uneasy because your portfolio isn’t aligned with your risk tolerance, leaving you exposed to uncertainties?❌ Anxious because your investments lack proper care, leaving you uncertain about your financial future?❌ Worried because you're uncertain whether your retirement savings will support the living standards you desire? As a Financial Advisor at Convergence Financial, I support you in your journey to attaining the following desired situations:✔ Feeling comfortable understanding whether the investment decisions you are making knowing your personalized risk-return evaluation aligns your investments with your financial goals. ✔ Feeling more in control of your financial future because your plans are tailored to seek your personalized financial goals and aspirations. ✔ Feeling more focused knowing your personal circumstances align with your goals and the real cost of living for your situation is precisely evaluated. Connect with me on LinkedIn or use the contact details below to learn how I can help pursue your goals to protect your wealth and guide you in planning your financial future, whether you're striving for a flexible work-life balance or a comfortable retirement. ☏ 913-399-6908✉michael.richards@convergence-financial.com https://convergence-co.com/michael-Michaels/

Listed skills include Microsoft Office, Customer Service, Research, Trade Negotiation, and 12 others.

Current workplace

Michael Richards, Apma®, Cdfa®'s current company

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Convergence Financial
Convergence Financial
Financial Advisor at Convergence Financial
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8 roles · 34 years

Michael Richards, Apma®, Cdfa® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

Overland Park, Kansas, United States

➤ WHAT WE DO:We provide personalized financial solutions designed to protect and grow your wealth. Through a focus on investment management, financial planning, and estate planning, we help you navigate toward your financial goals, whether that's planning your retirement or managing your current lifestyle with confidence and precision.➤ HOW WE DO IT:We use a client-first approach, combining comprehensive financial planning, tailored investment strategies & wealth management services. By understanding your unique goals, we craft solutions designed to protect and grow your assets. Through ongoing, proactive advice and collaboration, we help you develop a personalized financial plan that can adapt to life's changes, keeping you on track toward success in achieving your goals.➤ WHAT MAKES US DIFFERENT:We offer a personalized, relationship-driven approach, where we deeply understand your financial needs and goals. Our proactive guidance, combined with transparent communication and customized strategies, ensures that we not only manage your wealth but also empower you to make informed decisions. We prioritize long-term partnerships built on trust.✔ Want To Learn More?:☏ 913-399-6908✉ michael.richards@convergence-financial.com https://convergence-co.com/michael-Michaels/ Financial Planning| Retirement Planning Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Convergence Financial, LLC, a registered investment advisor. Convergence Financial and LPL Financial are separate unaffiliated legal entities.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 LPL 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.

Sep 2024 - Present

Financial Advisor

Caliber Wealth Management, A Private Wealth Advisory Practice Of Ameriprise Financial Services,Inc

6201 College Blvd Suite 650

Oct 2018 - Feb 2020

Financial Advisor

Kansas City, Missouri Area

Oct 2015 - Jun 2018

Territory Manager

Sweetlix

Oklahoma, United States

1998 - 2001 ~3 yrs

Purchasing And Transportation Manager

Purina Mills

Oklahoma City

1993 - 1996 ~3 yrs
2 education records

Michael Richards, Apma®, Cdfa® education

Bachelor Of Science, Agriculture Business And Animal Science

Colorado State University

Activities and Societies: Alhpa Gamma Rho, Ag Impact Chairman, Livestock Judging, Equine Judging

General College Prep

Pasco High School
FAQ

Frequently asked questions about Michael Richards, Apma®, Cdfa®

Quick answers generated from the profile data available on this page.

What company does Michael Richards, Apma®, Cdfa® work for?

Michael Richards, Apma®, Cdfa® works for Convergence Financial.

What is Michael Richards, Apma®, Cdfa®'s role at Convergence Financial?

Michael Richards, Apma®, Cdfa® is listed as Financial Advisor at Convergence Financial at Convergence Financial.

Where is Michael Richards, Apma®, Cdfa® based?

Michael Richards, Apma®, Cdfa® is based in Kansas City Metropolitan Area, United States while working with Convergence Financial.

What companies has Michael Richards, Apma®, Cdfa® worked for?

Michael Richards, Apma®, Cdfa® has worked for Convergence Financial, Caliber Wealth Management, Caliber Wealth Management, A Private Wealth Advisory Practice Of Ameriprise Financial Services,Inc, Edward Jones, and Gavilon Group, Llc.

How can I contact Michael Richards, Apma®, Cdfa®?

You can use AeroLeads to view verified contact signals for Michael Richards, Apma®, Cdfa® at Convergence Financial, including work email, phone, and LinkedIn data when available.

What schools did Michael Richards, Apma®, Cdfa® attend?

Michael Richards, Apma®, Cdfa® holds Bachelor Of Science, Agriculture Business And Animal Science from Colorado State University.

What skills is Michael Richards, Apma®, Cdfa® known for?

Michael Richards, Apma®, Cdfa® is listed with skills including Microsoft Office, Customer Service, Research, Trade Negotiation, Microsoft Excel, Commodity Markets, Logistics, and Cold Calling.

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