Converse Team Financial Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 335322
- Registered since
- April 14, 2025
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
Converse Team Financial Services, LLC is an independent registered investment adviser that serves institutional clients and provides financial planning and pension consulting. The firm is structured as a limited liability company and is owned by an individual. Its regulatory snapshot shows SEC registration in 2025. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not flagged as a capital allocator; it is listed as a pension consultant in its service mix.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
3 of 6
Adam Eilert
Financial AdvisorCRD 7093353
Christopher Helmick
Financial AdvisorCRD 7005847
Brandon Converse
PresidentCRD 6169415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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