Investment adviser representative · Transcend Advisor Group, LLC
Sam Kuklinski
CRD 7112220 · Milwaukee, WI
At a glance
Sam Kuklinski is an investment adviser representative with Transcend Advisor Group, LLC in Milwaukee, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sam’s SEC record dates to 2021, about 5 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Transcend Advisor Group, LLCSince July 2026Milwaukee, WI · $253M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sam’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.