# Colton Koehler

> Colton Koehler is a fee-only financial advisor at Convergence in Omaha, Nebraska. Colton focuses on retirement planning, estate & legacy planning and pension planning. Convergence reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/colton-koehler/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Convergence
- **Based in:** Omaha, Nebraska
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $104.5M across 612 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Pension planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5989391 (https://adviserinfo.sec.gov/individual/summary/5989391)
- **SEC registration:** Investment adviser representative in NE
- **Exams passed:** Series 63 (2012), Series 65 (2015)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://convergenceplan.com/

## Frequently asked questions

### Is Colton Koehler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Colton holds no broker registration, and Convergence reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Colton charge for financial advice?

Colton's firm, Convergence, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Colton Koehler based?

Colton Koehler is based in Omaha, Nebraska.

### What does Colton specialize in?

Colton's specialties include retirement planning, estate & legacy planning and pension planning. Colton works with retirees and pre-retirees.

### Is Colton Koehler registered with the SEC?

Yes. Colton Koehler is registered as an investment adviser representative in NE (CRD 5989391), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Convergence manage?

Convergence reports $104.5M across 612 accounts in assets under management.

### How do I contact Colton Koehler?

Through Colton's website, convergenceplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5989391): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://convergenceplan.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.