CRD: 311746
Transcend Advisor Group, LLC
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- Custodian
- Charles Schwab & Company · Principal · Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-02-2021
- Office Locations
- 1
Office Locations
About Transcend Advisor Group, LLC
Transcend Advisor Group is a Milwaukee-based advisory firm serving successful individuals, families, entrepreneurs, and business owners. The team blends CFP-led planning with tax and insurance expertise to coordinate the full financial picture, reduce lifetime tax drag, and implement the plan. Portfolios emphasize ETF-based construction, with Schwab among reported custodians.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
Charles Russell Eichner
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4987432
- Ownership
- 50% but less than 75%
Blair Allan Jamieson
INVESTMENT ADVISOR
- CRD
- #6056634
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Sam Kuklinski
--
- CRD
- #7112220
TODD PATRICK OBRIEN
Financial Advisor
- CRD
- #6129630
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,195,518 | $316,891 |
| Non-Discretionary | $0 | -- |
| Total | $253,195,518 | $316,891 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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