# TRANSCEND ADVISOR GROUP, LLC

TRANSCEND ADVISOR GROUP, LLC of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 311746
- Type: SEC-registered investment adviser
- SEC file number: 801-120108
- Location: 311 E CHICAGO STREET, SUITE 210, MILWAUKEE, WI, 53202
- Phone: 262-884-9983
- Latest filing: 2026-07-10
- Regulatory AUM: $253.2M
- Discretionary AUM: $253.2M
- Clients: 5
- Accounts: 799

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Charles Russell Eichner | CEO, CCO | — |
| Blair Allan Jamieson | INVESTMENT ADVISOR | — |
| EICHNER CHARLES RUSSELL | CEO, CCO | — |
| Jamieson Blair Allan | INVESTMENT ADVISOR | — |
| Nybroten Philip Mark | INVESTMENT ADVISOR | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MT PLEASANT | WI | 2 | 262-884-9983 |
| UNION GROVE | WI | 1 | 262-884-9983 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311746/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311746/similar
- Related entities: https://search.stillhousedata.com/firm/311746/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311746

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.