CP
Cole S. Pickett
TRANSCE3ND LLC
Kirkwood, MO 63122
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CRD#: 7430209
CP
Professional summary
Cole Stanton Pickett, who also goes by Cole Pickett, is a registered financial advisor currently at TRANSCE3ND LLC located in Kirkwood, Missouri and MADISON AVENUE SECURITIES, LLC located in Kirkwood, Missouri.
Cole is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Cole has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cole Pickett
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.) Name: e3 Wealth; Address: 906 S Kirkwood Rd, Kirkwood, MO 63122: Investment Related: Yes; Position: Client Concierge; Duties: Client Communication, Note Taking, Follow Up, Paperwork, and Educating About Insurance Products; Hours Per Week; 40-50 Hours; Start Date: 08/2021. 2.) Name: Oasis Marketing: Address: 435 E Elliott Avenue, Saint Louis, MO 63122: Investment Related: No; Position: Co-Owner; Duties: Create, Run, and Manage Email Campaigns, Create Lead Lists, Educate Prospects About Our Services and Assist With Writing The Copy; Hours Per Week: 10 Hours; Start Date: 02/2024. 3.) Name: Transce3nd LLC; Address: 835 Main Street Bldg #200, Buda, TX 78610: Investment Related: Yes; Nature of the Business: Financial Services; Position: Associate Advisor; Hours Per Week; 30-40 Hours; Start Date: 01/2026
CRS (Client Relationship Summary) - RIA
Click below to view Cole Stanton Pickett'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
September 29, 2025 - Present
TRANSCE3ND LLC
Office #1: 906 S Kirkwood Road, Kirkwood, MO 63122RIA
CRD#: 317745
Kirkwood, MO
Current
May 17, 2024 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 906 S. Kirkwood Rd, Kirkwood, Kirkwood, MO 63122RIA
BD
CRD#: 23224
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
Missouri(9/12/2025)
IAR
Missouri(9/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/17/2024
General Securities Representative ExaminationGeneral 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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Company Information
TRANSCE3ND LLC
CRD#: 317745Kirkwood, MO 63122TRUST BUT VERIFY
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