Maximilian C. Rusch

TRANSCEND ADVISOR GROUP

Milwaukee, WI 53202

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CRD#: 6777230

Professional summary

Maximilian Campion Rusch, who also goes by Max Rusch, is a registered financial advisor currently at TRANSCEND ADVISOR GROUP, LLC located in Milwaukee, Wisconsin.

Maximilian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Maximilian has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Max Rusch

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maximilian Campion Rusch's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 17, 2023 - Present

TRANSCEND ADVISOR GROUP, LLC

Office #1: 311 E Chicago Street Suite 210, Milwaukee, WI 53202

RIA

CRD#: 311746

Milwaukee, WI

Past

January 5, 2021 - June 13, 2023

WEALTHSPIRE ADVISORS

RIA

CRD#: 106181

Milwaukee, WI

Past

October 26, 2020 - December 31, 2020

WEALTHSPIRE ADVISORS

RIA

CRD#: 168095

Milwaukee, WI

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".

TRANSCEND ADVISOR GROUP, LLC

CRD#: 311746 / SEC#: 801-120108

RIA

Registered Investment Advisory firm - (3/2/2021 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(10/17/2023)

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

State Security Law Exam

IAR

Series 65

Date: 10/26/2020

Uniform Investment Adviser Law Examination

Current Firm

TRANSCEND ADVISOR GROUP, LLC

CRD#: 311746 / SEC#: 801-120108

RIA

Registered Investment Advisory firm - (3/2/2021 Approved)

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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

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE TRANSCEND 8.25 (8/19/2025)

2B BROCHURE EICHNER 8.25 (8/19/2025)

2B BROCHURE CLAUSSEN 9.24 (3/14/2025)

2B BROCHURE RAUSCH 10.23V1 (3/14/2025)

2B BROCHURE JAMIESON 03.23 (3/14/2025)

2B BROCHURE OBRIEN 4.24 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	764
AUM (Assets Under Management)	$ 206,601,562

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.

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Maximilian C. Rusch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maximilian Campion Rusch's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSCEND ADVISOR GROUP, LLC

WEALTHSPIRE ADVISORS

WEALTHSPIRE ADVISORS

Primary Firm SEC Registration

TRANSCEND ADVISOR GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/26/2020

Current Firm

TRANSCEND ADVISOR GROUP, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRANSCEND ADVISOR GROUP, LLC

TRUST BUT VERIFY

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