Sam Kuklinski
Investment adviser representative at Transcend Advisor Group, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$253.2MFirm assets
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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.
- Transcend Advisor Group, LLCJul 2026 to now
- Transcend AdvisorgroupJan 2022 to Jul 2026
- Ameriprise Financial Services, LLCNov 2020 to Jan 2022
- MML Investors ServicesSep 2020 to Nov 2020
- Mass Mutual Life Insurance CompanyMay 2020 to Nov 2020
- NoneMar 2020 to May 2020
- Northwestern MutualJun 2019 to Feb 2020
- American Family InsuranceMay 2018 to Aug 2018
- Fresh Madison MarketDec 2016 to May 2017
- Team Services IncMay 2016 to Jun 2019
- University of Wisconsin-madisonSep 2015 to May 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7112220
- Firm CRD
- 311746