Advisor Founder at
Transcend Wealth Management
Years of Experience
18 years
Number of Clients
150
Average Client Size
$750,000
Member Since
2026
We care deeply about connecting clients to their financial plan. Our objective is to create and foster a long-term relationship for client's wealth management and financial planning needs.
We work with a large array of clients in different phases of life. Many of our clients are pre-retirees and retirees looking for guidance in distribution planning, tax and estate planning along with wealth management.
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Lance Aaron Trammell uses Transcend Wealth Management as a marketing name for doing business as representatives of Northwestern Mutual. Transcend Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Edward James Gipson, Lance Aaron Trammell and Ashley L Semidey provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Edward James Gipson, Lance Aaron Trammell and Ashley L Semidey are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Lance Aaron Trammell and Ashley L Semidey provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Edward James Gipson, Lance Aaron Trammell and Ashley L Semidey are Insurance Agents of NM. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. Lance Aaron Trammell AR License: 10858453 CA License: 0H58386 NPN: 10858453 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. Member FINRA/SIPC.
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