Charles Russell Eichner

CRD 4987432 · Transcend Advisor Group, LLC · Milwaukee, WI

IA RegisteredBroker

Also appears in the source record as: Russ Eichner

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed: Not yet retrieved from the source record
Registered states: Not yet retrieved from the source record
Years in the industry: Not yet retrieved from the source record
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Transcend Advisor Group, LLC
Firm CRD: 311746
SEC number: 801-120108
Assets under management: $253.2M as of Mar 2, 2026
Website: www.info@transcendadvisorgroup.com ↗
Phone: 262-884-9983
Firm location: Milwaukee, WI, 53202

Employment history (3)

From the source registration record · current first

The Leaders Group, Inc.Current
Mount Pleasant, WI · IA capacity

start not retrieved → present
The Leaders Group, Inc.Current
Summit, NJ · IA capacity

start not retrieved → present
Transcend Advisor Group, LLCCurrent
Milwaukee, WI · IA capacity

start not retrieved → present

Source & corrections

Where this page comes from

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