Todd Obrien
Todd Obrien is a registered investment advisor at Transcend Advisor Group, LLC, based in Milwaukee, WI, with 6 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 360 clients with $250M 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 | 1.85% |
Fees are negotiable up to a maximum annual rate of 1.85% based on client needs, investment strategy complexity, and overall situation.
Fee Estimator
Location
311 E Chicago Street, Suite 210, Milwaukee, WI, 53202
Get directionsHistory
Regulatory History (2)
Regulatory
November 2012Criminal
July 2010Other Business ActivitiesSells Insurance
Todd is an independent insurance agent for Transcend Insurance Group, selling insurance products including annuities, dedicating a few hours per week. He also works as a bookkeeper and provides tax preparation services for Expert Tax Solutions (about half his time) and is a property manager through OBS Property Services (minimal time).
Employment History
Current Registrations
Transcend Advisor Group, LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations1 state
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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