Robert Schilly (CRD# 4725968) is an Investment Advisor Representative working at Transce3nd LLC in Kirkwood, MO and has over 18 years of experience in the finance industry.
CRD# 6463221
Cetera Investment Advisers LLC
CRD# 1249790
Stifel Independent Advisors, LLC
CRD# 2309692
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transce3nd, LLC | Kyle, TX | Oct 2022 - Current | 1 |
| Madison Avenue Securities | San Diego, CA | Jul 2022 - Current | 1 |
| E3 Wealth (dba Name For Transce3nd, Llc) | Kirkwood, MO | Jul 2017 - Current | 6 |
| Ae Wealth Management LLC | Topeka, KS | Jul 2022 - Oct 2022 | < 1 |
| Kalos Capital | Alpharetta, GA | Jul 2017 - Jul 2022 | 5 |
| Kalos Management | Alpharetta, GA | Jul 2017 - Jul 2022 | 5 |
| National Planning Corporation | Festus, MO | Oct 2007 - Jul 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2005 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
- MO
- TX
-
Total Assets Under Management313MILLIONS
-
Total Number of Accounts2,378ACCOUNTS
-
Average Account Value$131,706
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, KS, MN, MO, NC, ND, NE, NV, NY, TN, TX, VA, VT, WA
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