Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Columbia
41yrs
Greg LEBOLD
Financial advisor at Convergence Financial
Greg LEBOLD has worked in the financial industry for 41 years and is a fiduciary financial advisor based in Columbia, Missouri. Greg has been with Convergence Financial since 2026; before that, Greg spent 21 years at Cambridge Investment Research Advisors and six years at Legacy Financial Group. Convergence Financial offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 157 advisors with offices in Columbia, and one of 141 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top advisor by experience at Convergence Financial
Office3919 S. Providence Road, Columbia, MO 65203
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$329,187
Advisors at the firm28
States licensed ?2 states
Services through Convergence Financial
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowConvergence FinancialCurrent firm
- 2005 – 2026
- 1999 – 2005Legacy Financial Group, Inc.Previously
Questions to ask Greg
Tailored to Greg’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Greg
How do I contact Greg?
Call Convergence Financial at (573) 818-2264 and ask for Greg LEBOLD. Greg works from the Columbia, MO office.
How long has Greg been a financial advisor?
Greg has been in the industry since 1985, about 41 years. Top advisor by experience at Convergence Financial.
What licenses does Greg hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Greg paid?
Convergence Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Greg for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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