BW
Bruce G. Wehner
TRANSCE3ND
KIRKWOOD, MO 63122
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CRD#: 5410378
BW
Bruce Gerard WehnerTRANSCE3ND
Professional summary
Bruce Gerard Wehner, who also goes by Bruce G Wehner, is a registered financial advisor currently at TRANSCE3ND LLC located in Kirkwood, Missouri and MADISON AVENUE SECURITIES, LLC located in Kirkwood, Missouri.
Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Bruce has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Aliases
Bruce G Wehner
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 WEALTH POSITION: Cash Flow Strategist NATURE: Investment advisor focusing on annuities and life insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 20 START DATE: 07/02/2007 ADDRESS: 10825 Watson Rd. Suite 100, St. Louis MO 63127, United States DESCRIPTION: Meet with clients to provide cash flow and protection strategies. 2) FIXED INSURANCE AND ANNUITIES POSITION: producer NATURE: Sell life insurance and fixed and fixed indexed annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/01/2007 ADDRESS: 10825 Watson Rd, Sunset Hills MO 63127, United States DESCRIPTION: Present insurance strategies for life insurance and asset protection. 3) BGW ENTERPRISES, LLC POSITION: President NATURE: Corporation oversees my insurance business. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2018 ADDRESS: 12855 Whitehorse Lane, St Louis MO 63131, United States DESCRIPTION: Supervise all the things involved in running my business. Accounting, marketing and taxes. 4) THE MONEY ADVANTAGE POSITION: Host NATURE: Host podcast and bring on guest in the area of structuring your business and life. We also discuss whole life insurance and business cash flow strategies. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2018 ADDRESS: 12855 Whitehorse Lane, St Louis MO 63131, United States DESCRIPTION: Research topics and talk on the 1 hour podcast. 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: 40 SEC TRADING HOURS: 40 START DATE: 10/2022: ADDRS: 835 Main Street, Building #2, Buda, TX 78610: DUTIES: Investment Advisor Representative.
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Gerard Wehner'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 29, 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 18, 2023
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Kirkwood, MO
Past
June 3, 2019 - August 1, 2022
KALOS MANAGEMENT
RIA
CRD#: 133025
Sunset Hills, MO
Past
July 12, 2017 - August 1, 2022
KALOS CAPITAL, INC.
BD
CRD#: 44337
Kirkwood, MO
Past
January 16, 2008 - July 10, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
CRYSTAL CITY, MO
Past
September 26, 2007 - October 30, 2007
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
FESTUS, 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 | BREAKLINE WEALTH + TAX, LLC | 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
Arizona(7/29/2022)
RR
California(7/29/2022)
RR
Illinois(7/29/2022)
RR
Louisiana(7/29/2022)
RR
Maryland(7/29/2022)
RR
Minnesota(7/29/2022)
RR
Missouri(7/29/2022)
IAR
Missouri(4/26/2024)
RR
North Carolina(8/3/2022)
RR
Ohio(11/4/2022)
RR
Pennsylvania(7/29/2022)
RR
Texas(7/29/2022)
IAR
Texas(10/17/2022)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6
Passed: 9/25/2007
Investment Company Products/Variable Contracts Representative Examination
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 | BREAKLINE WEALTH + TAX, LLC | 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)Loading...
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
60
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,619 |
| AUM (Assets Under Management) | $ 418,926,290 |
Red Flags
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.
