Andrew
Dinkelmeyer

Transce3Nd LLC

CRD#5597768
Investment Advisor
in Kyle, TX

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About this Advisor

Andrew Dinkelmeyer is a financial advisor based in Kyle, Texas, working with Transce3Nd LLC. Andrew has previously held positions at Scottrade, Calton & Associates, Inc, Tcfg Wealth Management LLC, Newbridge Securities Corporation, Center Street Securities, Inc, Center Street Advisors, Realta Equities, Inc, Coastal Investment Advisors, Wealth Strategies Advisory Group, and Transce3Nd, LLC. Andrew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Florida, North Dakota, and Texas. Currently, Andrew is part of Transce3Nd LLC, which operates out of Kyle, Texas. The firm has 11 offices and 31 employees. The firm manages assets totaling $313.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Transce3Nd LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

165 Elmhurst Suite B
Kyle, TX 78640

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Transce3Nd LLC Brokerage Details

Total Assets Under Management

$313,196,458

TX Average: $3,042,739,679
Total Number of Employees

31

TX Average: 49
Total Number of Accounts

2,378

TX Average: 2,315
Average Account Size

$131,706

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Andrew Dinkelmeyer Work History

2023 - Present (1 year)

Transce3Nd, LLC

2021 - Present (3 years)

Realta Equities, Inc

2022 - 2023 (1 year)

Wealth Strategies Advisory Group

2021 - 2023 (2 years)

Coastal Investment Advisors

2018 - 2021 (3 years)

Center Street Advisors

2017 - 2017 (< 1 year)

Newbridge Securities Corporation

2017 - 2021 (4 years)

Center Street Securities, Inc

2015 - 2017 (2 years)

Tcfg Wealth Management LLC

2014 - 2014 (< 1 year)

Scottrade

2014 - 2015 (1 year)

Calton & Associates, Inc

Disclosures

Please visit the SEC profile of Andrew Dinkelmeyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transce3Nd LLC

Stephen Joseph
Kyle, TX
Steven Holland
Kyle, TX
Robert Annable
Scottsdale, AZ
Amy Joslin
Scottsdale, AZ
Joshua Huard
Kyle, TX
Arpit Sharma
Kyle, TX
John Linn
Kyle, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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