Todd Patrick Obrien
Investment adviser representative at Transcend Advisor Group, LLC
14 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
14 years in the industry.
- Transcend Advisor Group, LLCMar 2021 to now
- Obs Property ManagementJan 2016 to now
- Expert Tax Solutions, IncSep 2012 to now
- Concierge Financial Partners, LLCOct 2020 to Mar 2021
- Principal Life Insurance CompanyDec 2019 to Mar 2021
- Principal Securities IncDec 2019 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2019
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
- 6129630
- Firm CRD
- 311746