SP
Steven J. Perrmann
TRANSCE3ND LLC
Kirkwood, MO 63122
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CRD#: 5873282
SP
Professional summary
Steven J Perrmann is a registered financial advisor currently at TRANSCE3ND LLC located in Kirkwood, Missouri and MADISON AVENUE SECURITIES, LLC located in Kirkwood, Missouri.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Steven has worked at 5 firms and has passed the Series 66, 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 WEALTH POSITION: Private Wealth Advisor, Senior Partner NATURE: Conduct education and investment advisory activities as a part of e3 Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/01/2011 ADDRESS: 906 S. Kirkwood Rd., Kirkwood, MO 63122: DESCRIPTION: Hold meetings with prospects and clients. Collect prospect/client information, goals and objectives for the purpose of creating investment, fixed insurance and/or life insurance solutions for prospects and clients. Perform client reviews. 2) FIXED & LIFE INSURANCE BUSINESS POSITION: Agent/Rep NATURE: Fixed Insurance and Life Insurance Business for policies provided through multiple insurance companies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2011 ADDRESS: 906 S. Kirkwood Rd., Kirkwood, MO, 63122 DESCRIPTION: Provide fixed insurance or life insurance education and product solutions to prospects and clients when appropriate for their goals and objectives. 3.) STEVE PERRMANN PROJECT; NOT INVESTMENT RELATED; ADDRESS: ALBANS, MO 63073; NATURE: PERSONAL MUSIC, WRITE AND RECORD MUSIC ; START DATE 1990 4.) Name: Arch Financial Services; Address: 8084 Watson Road, Saint Louis, MO 63119; Investment Related: Yes; Position: Financial Professional; Duties: To provide investment, annuity, and insurance to prospective clients; Hours Per Week; 20 Hours; Start Date: 5/1/2024 5.) Name: Synergistic Wealth Solutions, LLC; Investment Related: Yes; Address: 236 Merlot Lane, St. Albans, MO 63073; Nature of the Business: This LLC is used only as my legal entity and tax-reporting entity and to pay all business-related expenses. I do not use this for any marketing purposes; Position: Owner; Hours Per Week: 60 Hours; Start Date: 2/11/2015 6.) Name: Transce3nd; Investment Related: Yes; Address: 835 Main Street, Building 200, Buda TX 78610; Nature of the Business: Provide assets under management investment services; Position: Investment Advisor Representative; Hours Per Week: As required based on client needs; Start Date: 8/25/2025
CRS (Client Relationship Summary) - RIA
Click below to view Steven J Perrmann'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
August 25, 2025 - Present
TRANSCE3ND LLC
Office #1: 906 South 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 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
September 1, 2011 - July 10, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
ST. LOUIS, MO
Past
January 24, 2011 - July 10, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
ST. LOUIS, 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
Alaska(9/22/2022)
RR
Arizona(9/14/2022)
RR
Arkansas(9/14/2022)
RR
California(8/1/2022)
RR
District of Columbia(8/26/2022)
RR
Florida(8/1/2022)
RR
Idaho(9/22/2022)
RR
Illinois(9/13/2022)
RR
Indiana(11/14/2023)
RR
Maryland(8/2/2022)
RR
Michigan(8/4/2022)
RR
Minnesota(8/1/2022)
RR
Mississippi(7/22/2024)
RR
Missouri(9/12/2022)
IAR
Missouri(8/25/2025)
RR
Nevada(9/15/2022)
RR
New Mexico(9/12/2022)
RR
New York(8/26/2025)
RR
Ohio(8/1/2022)
RR
Oklahoma(6/6/2023)
RR
Pennsylvania(9/13/2022)
RR
South Carolina(9/13/2022)
RR
Tennessee(4/17/2024)
RR
Texas(9/22/2022)
RR
Virginia(6/7/2023)
RR
Wisconsin(9/13/2022)
Exams
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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