Transcend Advisor Group, LLC

Transcend Advisor Group, LLC, led by Maximilian "Max" Rusch, is a financial advisory firm based in Milwaukee, WI. Max Rusch, an Investment Advisor Representative, holds a BBA degree in Finance from The University of Wisconsin, Madison, and is a Certified Financial Planner (CFP®). He has a Series 65 license and has been with Transcend Advisor Group since July 2023. Max Rusch has a clean disciplinary record and is solely focused on the investment advisory activities of Transcend Advisor Group clients, with no other business activities or additional compensation. His activities are supervised by Charles Eichner, the Chief Compliance Officer. The firm operates under a Code of Ethics and internal compliance standards to ensure fiduciary obligations are met. Transcend Advisor Group is subject to regulatory oversight and periodic examinations by regulators. The firm's commitment to transparency and compliance is evident in its adherence to regulatory requirements. Max Rusch does not have any additional disclosures as a State Registered Advisor. Clients can contact the firm for further information or access Mr. Rusch's background on the SEC's Investment Adviser Public Disclosure website.