Transcend Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Transcend Advisor Group provides ongoing portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and institutional clients. The firm manages both discretionary and non-discretionary accounts, prepares individualized Investment Policy Statements, and generally charges percentage-of-AUM advisory fees.
The firm’s investment process blends fundamental, technical, and cyclical analysis and uses both strategic and tactical asset-allocation approaches; it may employ short-term trading, covered options, margin, and leveraged or inverse ETF/N positions when aligned with client objectives. Accounts are monitored regularly, reviewed at least annually or on material events, and the firm commonly exercises discretionary trading authority consistent with each client’s Investment Policy Statement.
A distinctive feature of the firm is that management maintains several outside business activities, including ownership interests in real estate rental and property ventures and operation of tax-preparation businesses, alongside insurance and broker-dealer activities; these relationships are disclosed in the Form ADV. The firm addresses potential conflicts arising from those affiliations through its Code of Ethics, disclosure practices, and solicitor and referral disclosures, which is less common among similarly sized team firms.
Client services
Expertise
Fee options
Financial planning flat fees typically range from $1,500 to $5,000 per plan, depending on complexity.
0% up to 1.85% annually, negotiable depending on client needs and complexity
Hourly financial planning fees range from $150 to $500 per hour, billed upon completion.
Account minimum: $80,000.00
Main office
311 E Chicago Street, Suite 210
Milwaukee WI 53202
Advisors at this office
5
Most active in
California · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Todd O
Series 63, Series 66
Milwaukee, WI
Transcend Advisor Group, LLC
Todd Obrien is a financial advisor with Transcend Advisor Group, LLC in Milwaukee, WI, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Concierge Financial Partners and Principal Securities Inc. Outside of advising, he works as a bookkeeper and tax preparer for Expert Tax Solutions and serves as an independent insurance agent for Transcend Insurance Group. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth, and institutional clients. The firm combines fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, offering both discretionary and non-discretionary account management.
Charles E
Series 66
Milwaukee, WI
Transcend Advisor Group, LLC
Charles Eichner is a financial advisor with Transcend Advisor Group, LLC in Milwaukee, WI, holding a Series 66 designation and possessing 20 years of industry experience. His prior roles include positions at Principal Life Insurance Company and Princor Financial Services Corporation, among others. Outside of advising, he manages a tax preparation service as Managing Member of No Worries, Tax. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and institutions. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary account management.
Maximilian R
CFP®, Series 65
Milwaukee, WI
Transcend Advisor Group, LLC
Maximilian Rusch is a CFP® with five years of industry experience, currently serving as an advisor at Transcend Advisor Group, LLC. He previously worked at Wealthspire Advisors and UBS Financial Services. His background also includes four years at the University of Wisconsin–Madison. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth, and institutional clients. The firm employs a blend of fundamental, technical, and cyclical analysis, using both strategic and tactical asset allocation, and may engage in short-term trading and other advanced strategies aligned with client objectives.
Blair J
CFP®, Series 63, Series 66
MIlwaukee, WI
Transcend Advisor Group, LLC
Blair Jamieson is a CFP® with 14 years of experience in the financial services industry. He is affiliated with Transcend Advisor Group, LLC and has held positions at firms including Lion Street Financial and Principal Securities Inc. Outside of his advisory role, Mr. Jamieson is an independent insurance agent through Transcend Insurance Group and a part-owner of a commercial rental property in Milwaukee. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and institutions. The firm employs a blend of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation, and commonly exercises discretionary trading authority in alignment with client investment policies.
Sam K
CFA®, Series 66
Milwaukee, WI
Transcend Advisor Group, LLC
Sam Kuklinski is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Transcend Advisor Group, LLC. His prior experience includes roles at Ameriprise and Northwestern Mutual. Transcend Advisor Group provides portfolio management, financial planning, and institutional consulting services to individuals, high-net-worth clients, and institutions. The firm employs a blend of fundamental, technical, and cyclical analysis with both strategic and tactical asset allocation, offering discretionary and non-discretionary account management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)