Charles Russell Eichner
Investment adviser representative at Transcend Advisor Group, LLC
23 yearsExperience
1 stateRegistered in
$253.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Transcend Insurance GroupFeb 2022 to now
- The Leaders GroupJun 2021 to now
- Transcend Advisor Group, LLCMar 2021 to now
- Expert Tax SolutionsJan 2003 to now
- Concierge Financial Partners, LLCOct 2020 to Jun 2021
- Principal Life Insurance CompanyJun 2011 to Mar 2021
- Princor Financial Services CorporationOct 2006 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (WI).
Transcend Advisor Group, LLC
$253.2MAssets managed
360Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4987432
- Firm CRD
- 311746