KR
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Kyle Jason Robarge

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

835 Main Street, Building 200, Buda, TX, 78610

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kyle is an insurance agent for e3 Wealth, LLC, selling life insurance and fixed index annuities, and an Investment Advisor Representative for Transce3ndl LLC. He also serves as Chief of Staff for Transce3ndl LLC, supervises IAR's, and oversees investment selection, due diligence, compliance, and licensing, and is an account manager for Lauritzen and Hyatt Business Management, overseeing accounting/bookkeeping for musicians, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
April 2025 - Present · 10 mos
Transce3nd LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Madison Avenue Securities, LLCBroker
July 2022 - October 2022 · 3 mos
Kalos Capital, INC.Broker
July 2017 - August 2022 · 5 yrs 1 mo
Kalos Management
July 2017 - August 2022 · 5 yrs 1 mo
National Planning Corporation ("npc of America" in Fl & Ny)
April 2016 - July 2017 · 1 yr 3 mos
National Planning CorporationBroker
March 2016 - July 2017 · 1 yr 4 mos
State Registrations5 states
CAORSDTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kyle Jason Robarge - Financial Advisor | TrueAdvisor