MS
Mark C. Schreiber
TRANSCE3ND LLC
KIRKWOOD, MO 63122
Some features on this profile are disabled
CRD#: 2788289
MS
Professional summary
Mark Charles Schreiber is a registered financial advisor currently at TRANSCE3ND LLC located in Kirkwood, Missouri and MADISON AVENUE SECURITIES, LLC located in Kirkwood, Missouri.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Mark has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) E3 TAX SERVICES, Address: 906 S. Kirkwood Road, St. Louis, MO 63122, Position: Senior Partner: Nature Tax Strategy, Tax Return Review. , 5/1/2015, 10 HOURS TOTAL, 0 DURING TRADING HOURS, Description: Review tax returns, tax training to staff and tax migration strategies. -- 2) MS Family RE, LLC, DBA STL WHOLESALE STATION POSITION: Sole Member NATURE: Amazon E-Commerce resale Fulfillment store INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: Saint Louis MO 63119, United States DESCRIPTION: initial set up and approve expenses. trading hours. 3) E3 WEALTH POSITION: Senior Partner NATURE: Life Insurance, Fixed Annuity Sales, Fixed Index Annuity Sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2015 ADDRESS: 906 S. Kirkwood Road, St. Louis, MO 63122 DESCRIPTION: Senior partner, lead advisor. 4) 6833 A Avenue, LLC Short Term Vacation Rental Nature: (Rental Property) Deerfield Beach, FL, Investment related No: , Member, 6/2022, 4 hours total, 0 during trading hours. 5.) MADISON AVENUE SECURITIES: YES INVESTMENT RELATED; 13500 EVENING CREEK DRIVE N SUITE 555, SAN DIEGO CA 92128; SECURITIES SALES; REGISTERED REPRESENTATIVE; START DATE 07/2022; 6.) NAME: TRANSCE3ND LLC: POSITION: Investment Adviser Representative: Investment Related: Yes; NATURE: Registered Investment Adviser firm. INV RELATED: No # OF HRS: 10 SEC TRADING HOURS: 10 START DATE: 10/2022: ADDRS: 835 Main Street, Building #2, Buda, TX 78610: DUTIES: Investment Advisor Representative. 7.) Name: MCS Wealth Management; Investment Related: Yes; Nature of the Business: All Investment income flows through this entity including brokerage, insurance, etc..; Position: President; Hours Per Week: 40 Hours; Start Date: 1/1/2007. 8.) Name: E3 Tax, LLC dba E3 Family Office filed in Missouri; Investment Related: No; Address: 906 S. Kirkwood Road, St. Louis, MO 63122; Nature of the Business: Tax preparation, accounting, and income tax strategies and entity structure. Due Diligence on tax strategies, tax credits; Position: Support Provided to Owner; Hours Per Week: 4-8 Hours; Start Date: 1/1/2015
CRS (Client Relationship Summary) - RIA
Click below to view Mark Charles Schreiber's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 17, 2022 - Present
TRANSCE3ND LLC
Office #1: 906 S Kirkwood Road, Kirkwood, MO 63122RIA
CRD#: 317745
KIRKWOOD, MO
Current
July 31, 2022 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 906 S. Kirkwood Rd, Kirkwood, Kirkwood, MO 63122RIA
BD
CRD#: 23224
Kirkwood, MO
Past
July 29, 2022 - January 17, 2023
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Kirkwood, MO
Past
July 7, 2017 - August 1, 2022
KALOS MANAGEMENT
RIA
CRD#: 133025
Sunset Hills, MO
Past
July 7, 2017 - August 1, 2022
KALOS CAPITAL, INC.
BD
CRD#: 44337
Kirkwood, MO
Past
April 22, 2015 - July 12, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
ST. LOUIS, MO
Past
April 22, 2015 - July 12, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
ST. LOUIS, MO
Past
March 17, 1998 - May 4, 2015
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
KIRKWOOD, MO
Past
September 6, 1996 - May 4, 2015
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
KIRKWOOD, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC
CRD#: 317745 / SEC#: 801-126674
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/31/2022)
RR
Alaska(7/31/2022)
RR
Arizona(7/31/2022)
RR
Arkansas(7/31/2022)
RR
California(7/31/2022)
RR
Colorado(7/31/2022)
RR
Connecticut(7/31/2022)
RR
District of Columbia(7/31/2022)
RR
Florida(7/31/2022)
RR
Georgia(3/16/2023)
RR
Idaho(7/31/2022)
RR
Illinois(7/31/2022)
RR
Louisiana(1/17/2024)
RR
Maryland(7/31/2022)
RR
Michigan(7/31/2022)
RR
Minnesota(7/31/2022)
RR
Missouri(7/31/2022)
IAR
Missouri(10/17/2022)
RR
Montana(7/31/2022)
RR
Nevada(7/31/2022)
RR
New Jersey(7/31/2022)
RR
New Mexico(7/31/2022)
RR
New York(7/31/2022)
RR
North Carolina(8/3/2022)
RR
North Dakota(7/31/2022)
RR
Ohio(8/1/2022)
RR
Oklahoma(7/31/2022)
RR
Oregon(7/31/2022)
RR
Pennsylvania(7/31/2022)
RR
South Carolina(7/31/2022)
RR
South Dakota(7/31/2022)
RR
Tennessee(2/2/2023)
RR
Texas(7/31/2022)
IAR
Texas(10/17/2022)
RR
Utah(7/31/2022)
RR
Virginia(7/31/2022)
RR
Washington(7/31/2022)
RR
Wisconsin(7/31/2022)
RR
Wyoming(12/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC
CRD#: 317745 / SEC#: 801-126674
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
835 Main Street Building 200, Buda, TX 78610
Mailing Address
Phone number
(512) 268-9220
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,518 |
| AUM (Assets Under Management) | $ 361,954,267 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRANSCE3ND LLC
CRD#: 317745Kirkwood, MO 63122TRUST BUT VERIFY
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