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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TRANSCEND ADVISOR GROUP, LLC

CRD 311746

MILWAUKEE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fdee996c-769c-206a-adf3-a7a60047246c

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 0
Observed: Dec 8, 2020 to Jul 10, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $253MItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $253M
Private client RAUM: $253MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $50.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 799
Individual clients: 300
High net worth clients: 60
SEC number: 801-120108
CRD: 311746
Filings on the tape: 28
First filed: Dec 8, 2020
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, WI
Website: info@transcendadvisorgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Blair Allan Jamieson	Certified Financial Planner	MIlwaukee, WI	5	13	3	no
TODD PATRICK OBRIEN	n/a	Milwaukee, WI	1	14	1	no
Maximilian Campion Rusch	Certified Financial Planner	MILWAUKEE, WI	1	11	2	no
Charles Russell Eichner	n/a	Milwaukee, WI	0	23	1	yes
Sam Kuklinski	Chartered Financial Analyst	MILWAUKEE, WI	0	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Eichner, Charles, Russell	CEO, CCO	D	yes	10/2020	Dec 8, 2020	Nov 21, 2024
Jamieson, Blair, Allan	INVESTMENT ADVISOR	D	yes	01/2022	Mar 4, 2022	Nov 21, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
UNION GROVE	Wi	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 2, 2026	$253M	$253M	4	4	2	n/a	n/a
2024	Mar 14, 2025	$207M	$207M	3	3	2	n/a	n/a
2023	Mar 27, 2024	$216M	$216M	4	4	0	n/a	n/a
2022	Mar 28, 2023	$170M	$170M	4	4	0	n/a	n/a
2021	Mar 4, 2022	$171M	$171M	3	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	1	0	0	5	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$253M	$207M	22.6%	$170M	14.2%	5	3	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PRINCIPAL SECURITIES, INC.	2	Mar 17, 2021	Jan 1, 2026	MT PLEASANT, WI	Team lift out	Ibd to RIA	0.2%

Relationships

Registered with (7)

← Sam KuklinskiAdvisorregistration: current employment
Jul 12, 2026 to presentfactForm ADV
← Charles Russell EichnerAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Maximilian Campion RuschAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← TODD PATRICK OBRIENAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Blair Allan JamiesonAdvisorregistration: current employment
Jul 14, 2021 to presentfactForm ADV
← CHARLES SEBASTIAN CLAUSSENAdvisorregistration: previous registration
Sep 10, 2024 to Jan 28, 2025factForm ADV
← Philip Mark NybrotenAdvisorregistration: previous registration
Jul 16, 2021 to Jul 1, 2024factForm ADV

Moved with (1)

← PRINCIPAL SECURITIES, INC.Registered adviser2 advisors, team lift out
Mar 17, 2021 to Jan 1, 2026factForm ADV

Controls (2)

← Eichner, Charles, RussellOwnerCEO, CCO, ownership code D, individual
Dec 8, 2020 to Nov 21, 2024factForm ADV
← Jamieson, Blair, AllanOwnerINVESTMENT ADVISOR, ownership code D, individual
Mar 4, 2022 to Nov 21, 2024factForm ADV

Dated events

Occurred
Jan 28, 2025
Advisor changed firm
Charles Sebastian Claussen left Transcend Advisor Group, Llc for Annex Wealth Management, Llc (registered 2025-01-27)
Form ADVobserved 6 days ago
Occurred
Jul 1, 2024
Control person left
Mark Philip Nybroten (Investment Advisor) no longer on Schedule A of Transcend Advisor Group, Llc (listed 2024-03-27, absent 2024-07-01)
Form ADVobserved 6 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Philip Mark Nybroten left Transcend Advisor Group, Llc for Vantage Financial Partners, Llc (registered 2024-07-03)
Form ADVobserved 6 days ago
Occurred
Mar 4, 2022
Control person joined
Allan Blair Jamieson (Investment Advisor) appeared on Schedule A of Transcend Advisor Group, Llc
Form ADVobserved 6 days ago
Occurred
Mar 4, 2022
Control person joined
Mark Philip Nybroten (Investment Advisor) appeared on Schedule A of Transcend Advisor Group, Llc
Form ADVobserved 6 days ago
Occurred
Dec 8, 2020
First Form ADV filing
Transcend Advisor Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fdee996c-769c-206a-adf3-a7a60047246c
First observed: Dec 8, 2020
Last observed: Jul 10, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRANSCEND ADVISOR GROUP, LLC

CRD 311746

MILWAUKEE, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fdee996c-769c-206a-adf3-a7a60047246c

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:42 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Blair Allan Jamieson

Certified Financial Planner

MIlwaukee, WI

TODD PATRICK OBRIEN

n/a

Milwaukee, WI

Maximilian Campion Rusch

Certified Financial Planner

MILWAUKEE, WI

Charles Russell Eichner

n/a

Milwaukee, WI

yes

Sam Kuklinski

Chartered Financial Analyst

MILWAUKEE, WI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Eichner, Charles, Russell

CEO, CCO

yes

10/2020

Dec 8, 2020

Nov 21, 2024

Jamieson, Blair, Allan

INVESTMENT ADVISOR

yes

01/2022

Mar 4, 2022

Nov 21, 2024

City

State

Country

Employees

Also broker-dealer

UNION GROVE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$253M

n/a

2024

Mar 14, 2025

$207M

n/a

2023

Mar 27, 2024

$216M

n/a

2022

Mar 28, 2023

$170M

n/a

2021

Mar 4, 2022

$171M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$253M

$207M

22.6%

$170M

14.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PRINCIPAL SECURITIES, INC.

Mar 17, 2021

Jan 1, 2026

MT PLEASANT, WI

Team lift out

Ibd to RIA

0.2%