Daniel R Ricks

Investment adviser representative at Transce3nd LLC

13 yearsExperience

1 stateRegistered in

PFSDesignation

$418.9MFirm assets

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

These describe the firm as a whole, not only this advisor.

13 years in the industry.

No exams in this record.

Registered as an investment adviser representative in 1 state (CO).

$418.9MAssets managed

1,620Clients

42Advisers

4 yearsIn business

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.