Todd Patrick Obrien
Investment Adviser Representative at Transcend Advisor Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Todd Patrick Obrien is an investment adviser representative with Transcend Advisor Group, LLC in Milwaukee, WI, where they have been registered since 2021. They have worked in the securities industry since 2020 and were previously registered with Principal Securities, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- OBS Property ManagementJan 2016 – no end date reportedFranklin, WI
- Expert Tax Solutions, IncSep 2012 – no end date reportedRacine, WI
- Principal Life Insurance CompanyDec 2019 – Mar 2021Mt Pleasant, WI
- Principal Securities IncDec 2019 – Mar 2021Mt Pleasant, WI
- Concierge Financial Partners, LLCOct 2020 – Mar 2021Mt. Pleasant, WI
- Transcend Advisor GroupMar 2021 – no end date reportedMT. Pleasant, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Transcend Advisor Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $80,000 (waivable)
- Estimated blended rate
- 0.0185
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, tax planning, account aggregation, gifting and charitable giving strategies, wealth transfer, life insurance, and coordination with existing legal and tax professionals.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Milwaukee, WI
- SEC file number:
- 801-120108
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 10, 2026
View full firm profileOther advisors at Transcend Advisor Group, LLC
4 other advisors in the directory
Similar advisors in Milwaukee, WI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Patrick Obrien has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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