Mitchell Don Green
Investment adviser representative at Transcendent Capital Group
11 yearsExperience
1 stateRegistered in
$360.7MFirm assets
4 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
11 years in the industry.
- Transcendent Capital Group LLCNov 2021 to now
- Wells Fargo Advisors Financial Network, LLCMay 2015 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OK).
Transcendent Capital Group
Legal name: Transcendent Capital Group LLC
$360.7MAssets managed
510Clients
9Advisers
4 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
- 6486734
- Firm CRD
- 316872