Bruce
Wehner

Transce3Nd LLC

CRD#5410378
Investment Advisor
in Kyle, TX

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About this Advisor

Bruce Wehner is a financial advisor working in Kyle, Texas, who has 1 year of industry experience. Wehner is currently employed by Transce3Nd LLC. Their career trajectory has included roles at National Planning Corporation, Madison Avenue Securities, Ae Wealth Management LLC, E3 Wealth, Transce3Nd LLC and Kalos Capital. Wehner has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Transce3Nd LLC is an advisory firm that has its headquarters in Kyle, TX. The company has offices in four locations and a total of nine financial advisors. It manages $184 million in assets among its 1,151 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,151 accounts, 19% are held by high-net-worth individuals who have greater than $1 million in assets. Transce3Nd LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually depend on which services are offered. Fee types billed by Transce3Nd LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

$184,339,939

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

9

TX Average: 49
Total Number of Accounts

1,151

TX Average: 2,315
Average Account Size

$160,156

TX Average: $1,314,358

Investment Advisory Services

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

Bruce Wehner Work History

Bruce has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Madison Avenue Securities

2022 - Present (2 years)

Transce3Nd LLC

2007 - Present (17 years)

E3 Wealth

2022 - 2022 (< 1 year)

Ae Wealth Management LLC

2017 - 2022 (5 years)

Kalos Capital

2008 - 2017 (9 years)

National Planning Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bruce Wehner 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

Arpit Sharma
Kyle, TX
Steven Holland
Kyle, TX
Conner Capps
Kyle, TX
Jennifer Taylor
Kyle, TX
Stephen Joseph
Kyle, TX
Kyle Wilcutt
Kyle, TX
Clellan Hyatt
Kyle, TX
Joshua Huard
Kyle, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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