Maximilian Campion Rusch

CFP

Transcend Advisor Group, LLC

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Transcend Advisor Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

367 clients

Average Client Portfolio

$563K average

Assets Under Management

$206.6M

Fee Structure

Minimum Investment:$80K

Location

311 E Chicago Street, Suite 210, Milwaukee, WI, 53202

Get directions

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.

Employment History

Current Registrations

Transcend Advisor Group, LLC

October 2023 - Present · 2 yrs 4 mos

Previous Registrations

Wealthspire Advisors

January 2021 - June 2023 · 2 yrs 5 mos

Wealthspire Advisors

October 2020 - December 2020 · 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.