Keith Stinebaker, financial advisor Saint Peters MO

Keith Stinebaker

CRD Number: 5472713
Current Firm: Transce3nd LLC

Keith Stinebaker (CRD# 5472713) is an Investment Advisor Representative working at Transce3nd LLC in Saint Peters, MO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Transce3nd LLC Kyle, TX Sep 2022 - Current 1
Madison Avenue Securities San Diego, CA Jul 2022 - Current 1
L & S Capital Investments Dba Summit Tax And Wealth Advisory Saint Peters, MO Sep 2015 - Current 8
Ae Wealth Management LLC Topeka, KS Jul 2022 - May 2023 < 1
Kalos Management Alpharetta, GA Jul 2017 - Jul 2022 5
Kalos Capital Alpharetta, GA Jul 2017 - Jul 2022 5
National Planning Corporation Ellisville, MO Jan 2008 - Jul 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Aug 2009
Contact Info for Keith B. Stinebaker
Phone Number: 512-268-9220
Firm Website: https://transcendim.com/
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    1,151
    ACCOUNTS
  • Average Account Value
    $160,156
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, MO, ND, NV, TN, TX

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