Investment adviser representative · Transcend Advisor Group, LLC
Todd P. Obrien
CRD 6129630 · Milwaukee, WI
At a glance
Todd P. Obrien 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 Todd’s SEC record dates to 2020, about 6 years ago.
Current advisory firm
- Transcend Advisor Group, LLCSince January 2025Milwaukee, WI · $253M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Todd’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.