Nathan Magdanz
Convergence · Omaha, Nebraska
Nathan Magdanz is a fee-only financial advisor at Convergence in Omaha, Nebraska. Nathan 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 5230037 |
| Exams passed | Series 63 (2006) · Series 65 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | convergenceplan.com |
How Nathan'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 Nathan
Is Nathan Magdanz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan 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 Nathan charge for financial advice?
Nathan's firm, Convergence, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nathan Magdanz based?
Nathan Magdanz is based in Omaha, Nebraska.
What does Nathan specialize in?
Nathan's specialties include retirement planning, estate & legacy planning and pension planning. Nathan works with retirees and pre-retirees.
Is Nathan Magdanz registered with the SEC?
Yes. Nathan Magdanz is registered as an investment adviser representative in NE (CRD 5230037), 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 Nathan Magdanz?
Through Nathan'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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