Transcend Advisor Group, LLC

Transcend Advisor Group, LLC (CRD# 311746) is a financial advisory firm headquartered in Milwaukee, WI. They manage $216,234,781 in 615 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
311 E Chicago Street, Suite 210, Milwaukee, WI 53202
https://[email protected]
By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    615
    ACCOUNTS
  • Average Account Value
    $351,601
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
The map below shows states where this firm has explicit registration only.

CA, WI

Financial Advisors at Transcend Advisor Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Charles Eichner, financial advisor Milwaukee WI
Charles R. Eichner
CRD#: 4987432
311 E Chicago Street, Suite 210, Milwaukee, WI 53202

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.

2
Blair Jamieson, financial advisor Milwaukee WI
Blair A. Jamieson
CRD#: 6056634
311 E Chicago Street, Suite 210, Milwaukee, WI 53202

Blair Jamieson (CRD# 6056634) is an Investment Advisor Representative working at Transcend Advisor Group, LLC in Milwaukee, WI and has over 11 years of experience in the finance industry.

3
Philip Nybroten, financial advisor Milwaukee WI
Philip M. Nybroten
CRD#: 5976746
311 E Chicago Street, Suite 210, Milwaukee, WI 53202

Philip Nybroten (CRD# 5976746) is an Investment Advisor Representative working at Transcend Advisor Group, LLC in Milwaukee, WI and has over 12 years of experience in the finance industry.

4
Todd Obrien, financial advisor Milwaukee WI
Todd P. Obrien
CRD#: 6129630
311 E Chicago Street, Suite 210, Milwaukee, WI 53202

Todd Obrien (CRD# 6129630) is an Investment Advisor Representative working at Transcend Advisor Group, LLC in Milwaukee, WI and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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