Charles Eichner, financial advisor Milwaukee WI

Charles Eichner

CRD Number: 4987432
Current Firm: Transcend Advisor Group, LLC

Charles Eichner (CRD# 4987432) is an Investment Advisor Representative working at Transcend Advisor Group, LLC in Milwaukee, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Transcend Insurance Group Mt. Pleasant, WI Feb 2022 - Current 2
The Leaders Group Littleton, CO Jun 2021 - Current 2
Transcend Advisor Group Mount Pleasant, WI Mar 2021 - Current 3
Expert Tax Solutions Mt Pleasant, WI Jan 2003 - Current 21
Concierge Financial Partners, LLC Mt. Pleasant, WI Oct 2020 - Jun 2021 < 1
Principal Life Insurance Company Mt Pleasant, WI Jun 2011 - Mar 2021 9
Princor Financial Services Corporation Mt Pleasant, WI Oct 2006 - Mar 2021 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Charles R. Eichner
Phone Number: 262-884-9983
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    615
    ACCOUNTS
  • Average Account Value
    $276,362
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, WI

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