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Charles Russell Eichner

AIF®
TRANSCEND ADVISOR GROUP
Milwaukee, WI
·CRD# 4987432·21 years experience

Professional Summary

Charles Russell Eichner, AIF®, who also goes by Russ Eichner, is a registered financial advisor currently at TRANSCEND ADVISOR GROUP, LLC located in Milwaukee, Wisconsin and THE LEADERS GROUP, INC. located in Summit, New Jersey. Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Charles has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Russ Eichner

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

AIF®
Accredited Investment Fiduciary

Years of Experience

21 years in the financial services industry

Current & Past Employments

TRANSCEND ADVISOR GROUP, LLC·CRD# 311746
RIA
311 E Chicago Street Suite 210, Milwaukee, WI 53202
March 5, 2021 - Present
THE LEADERS GROUP, INC.·CRD# 37157
BD
475 Springfield Ave, Summit, NJ 07901
June 7, 2021 - Present
PRINCIPAL SECURITIES, INC.·CRD# 1137
RIA
Mt Pleasant, WI
October 19, 2006 - March 17, 2021
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Mt Pleasant, WI
October 19, 2006 - March 17, 2021
PACKERLAND BROKERAGE SERVICES, INC.·CRD# 37031
BD
Caledonia, WI
August 10, 2005 - September 21, 2006
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Des Moines, IA
July 11, 2005 - August 5, 2005

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Current Firm

TA
TRANSCEND ADVISOR GROUP, LLC

TRANSCEND ADVISOR GROUP, LLC

CRD#: 311746 / SEC#: 801-120108
RIA
Registered Investment Advisory firm - SEC (3/2/2021 Approved)

Contact Information

Main Address

311 E Chicago Street Suite 210, Milwaukee, WI 53202

Mailing Address

1500 Main Street, Union Grove, WI 53182

Phone Number

(262) 884-9983

# of Employees

5

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2B BROCHURE KUKLINSKI 7.26 (7/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

799

AUM (Assets Under Management)

$253,195,518

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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.

Mr. Eichner has the following Outside Business Activities. He is dual registered as a registered representative with The Leaders Group of Littleton, CO, where he devotes 19 hours a month selling investment products. He is also an insurance agent for Transcend Insurance Group in which he sells insurance products including annuities. He spends approximately 10 hours a week during market and non-market hours on this endeavor. Managing Member, No Worries, Tax of Cape Coral, .In this role Mr. Eichner offers tax services to clients. He spends approximately 10 hours a month in this endeavor. Next, Mr. Eichner is a member of Benefit Funding Services/FFR, an organization that assists insurance agents in writing insurance policies for clients. He spends approximately 10 hours a month with this activity. Mr. Eichner works with President of Expert Tax Solutions, which is a tax preparation service. He spends approximately 30 hours a week from February through April on this service. He is Vice President at EA Investments, a real estate rental firm. He spends 1 hour a month in this endeavor. Partner TREC Properties, a residential real estate rental firm. He spends 1 hour a month on this activity. Mr. Eichner is 1/3 equal owner in Spicy Badger, LLC, a commercial rental property in Milwaukee, Wisconsin. They each spend approximately one hour a month on this endeavor.

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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".
TA
TRANSCEND ADVISOR GROUP, LLC

TRANSCEND ADVISOR GROUP, LLC

CRD#: 311746 / SEC#: 801-120108
RIA
Registered Investment Advisory firm - SEC (3/2/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(11/28/2022)
RR
Illinois
(6/7/2021)
RR
Wisconsin
(6/7/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2005About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2005About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Charles Russell Eichner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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