Colton Koehler
Convergence · Omaha, Nebraska
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Convergence |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $104.5M across 612 accounts |
| SEC registration | Investment adviser representative in NE · CRD 5989391 |
| Exams passed | Series 63 (2012) · Series 65 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | convergenceplan.com |
How Colton's firm compares
- Convergence's average account is about $171,000, from its Form ADV (assets managed divided by 612 accounts).
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Questions about Colton
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Convergence website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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