TRANSCEND ADVISOR GROUP, LLC
CRD #311746 SEC #801-120108 MILWAUKEE, WI 262-884-9983
SEC Registered
Total AUM
$206.6M
Discretionary
$206.6M
Employees
3
Clients
10
Accounts
764
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 19, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EICHNER, CHARLES, RUSSELL | I | CEO, CCO | E | Control |
| EICHNER, CHARLES, RUSSELL | I | CEO, CCO | E | Control |
| EICHNER, CHARLES, RUSSELL | I | CEO, CCO | E | Control |
| EICHNER, CHARLES, RUSSELL | I | CEO, CCO | E | Control |
| EICHNER, CHARLES, RUSSELL | I | CEO, CCO | E | Control |
| EICHNER, CHARLES, RUSSELL | I | CEO, CCO | E | Control |
| EICHNER, CHARLES, RUSSELL | I | CEO, CCO | E | Control |
| EICHNER, CHARLES, RUSSELL | I | CEO, CCO | E | Control |
| EICHNER, CHARLES, RUSSELL | I | CEO, CCO | E | Control |
| EICHNER, CHARLES, RUSSELL | I | CEO, CCO | E | Control |
| EICHNER, CHARLES, RUSSELL | I | CEO, CCO | E | Control |
| EICHNER, CHARLES, RUSSELL | I | CEO, CCO | E | Control |
| EICHNER, CHARLES, RUSSELL | I | CEO, CCO | E | Control |
| Eichner, Charles, Russell | I | CEO, CCO | D | Control |
| Eichner, Charles, Russell | I | CEO, CCO | D | Control |
| Eichner, Charles, Russell | I | CEO, CCO | D | Control |
| Jamieson, Blair, Allan | I | INVESTMENT ADVISOR | D | Control |
| Jamieson, Blair, Allan | I | INVESTMENT ADVISOR | D | Control |
| Jamieson, Blair, Allan | I | INVESTMENT ADVISOR | D | Control |
| Eichner, Charles, Russell | I | CEO, CCO | C | Control |
| Eichner, Charles, Russell | I | CEO, CCO | C | Control |
| Eichner, Charles, Russell | I | CEO, CCO | C | Control |
| Eichner, Charles, Russell | I | CEO, CCO | C | Control |
| Eichner, Charles, Russell | I | CEO, CCO | C | Control |
| Eichner, Charles, Russell | I | CEO, CCO | C | Control |
| Eichner, Charles, Russell | I | CEO, CCO | C | Control |
| Eichner, Charles, Russell | I | CEO, CCO | C | Control |
| Eichner, Charles, Russell | I | CEO, CCO | C | Control |
| Eichner, Charles, Russell | I | CEO, CCO | C | Control |
| Jamieson, Blair, Allan | I | INVESTMENT ADVISOR | C | Control |
| Jamieson, Blair, Allan | I | INVESTMENT ADVISOR | C | Control |
| Jamieson, Blair, Allan | I | INVESTMENT ADVISOR | C | Control |
| Jamieson, Blair, Allan | I | INVESTMENT ADVISOR | C | Control |
| Jamieson, Blair, Allan | I | INVESTMENT ADVISOR | C | Control |
| Jamieson, Blair, Allan | I | INVESTMENT ADVISOR | C | Control |
| Jamieson, Blair, Allan | I | INVESTMENT ADVISOR | C | Control |
| Jamieson, Blair, Allan | I | INVESTMENT ADVISOR | C | Control |
| Jamieson, Blair, Allan | I | INVESTMENT ADVISOR | C | Control |
| Jamieson, Blair, Allan | I | INVESTMENT ADVISOR | C | Control |
| Nybroten, Philip, Mark | I | INVESTMENT ADVISOR | C | Control |
| Nybroten, Philip, Mark | I | INVESTMENT ADVISOR | C | Control |
| Nybroten, Philip, Mark | I | INVESTMENT ADVISOR | C | Control |
| Nybroten, Philip, Mark | I | INVESTMENT ADVISOR | C | Control |
| Nybroten, Philip, Mark | I | INVESTMENT ADVISOR | C | Control |
| Nybroten, Philip, Mark | I | INVESTMENT ADVISOR | C | Control |
Registrations
Federal
IA
Aug 19, 2025 REGISTERED
Notice Filings (2)
CA WI
Address
311 E CHICAGO STREETSUITE 210
MILWAUKEE, WI 53202
United States
Phone: 262-884-9983