Transcend Advisor Group, LLC

CRD 311746 · Milwaukee, WI · $253.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 311746
SEC number: 801-120108
Firm type: RIA
Assets under management: $253.2M as of Mar 2, 2026
Website: www.info@transcendadvisorgroup.com ↗
Phone: 262-884-9983
Address: 311 E Chicago Street, Milwaukee, WI, 53202

Advisors at this firm

4 in our index · page 1 of 1

Charles Russell EichnerCRD 4987432 · Milwaukee, WI

IA RegisteredBroker
Blair Allan JamiesonCRD 6056634 · Milwaukee, WI

IA RegisteredRegistration inactive
Todd Patrick ObrienCRD 6129630 · Milwaukee, WI

IA RegisteredRegistration inactive

Disclosure event(s) on record
Maximilian Campion RuschCRD 6777230 · Milwaukee, WI

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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