Bruce Wehner is a registered investment advisor at Transce3nd LLC, based in Kirkwood, MO, with 18 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 1,620 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees do not exceed 1.65% annually and are customized per client. Fees cover wrap program costs including custody and transaction expenses.
Fee Estimator
Location
906 S Kirkwood Road, Kirkwood, MO, 63122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bruce focuses on annuities and life insurance as a cash flow strategist, dedicating about a quarter of his time to this. He also sells life insurance and fixed/fixed indexed annuities, supervises his insurance business through BGW Enterprises, hosts a podcast discussing whole life insurance, and works as an Investment Adviser Representative for TranscE3nd LLC.
Employment History
Current Registrations
Transce3nd LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Ae Wealth Management, LLC
Kalos Management
Kalos Capital, INC.Broker
National Planning CorporationBroker
American General Securities IncorporatedBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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