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Daniel R Ricks

Transce3nd LLC

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About Daniel R Ricks

Daniel Ricks is a Registered Representative with Transce3nd LLC. Daniel has been in the financial services industry since 2013. Daniel specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisors. Daniel holds the Personal Financial Specialist designation. In addition to working with Transce3nd, Daniel manages the accounting firm Press Holdings Colorado LLC DBA The Ricks Group.

Firm Information

Daniel Ricks is currently registered with Transce3nd LLC. Transce3nd LLC is a Registered Investment Advisor based in Kyle, TX, with a focus on providing financial planning and portfolio management services for individuals, high net worth individuals, and corporations. They have a team of 27 licensed agents and manage over $313 million in assets for 2,378 clients. Their advisory services include financial planning, portfolio management for individuals, selection of other advisors, and participation in wrap fee programs.
Transce3nd LLC

165 ELMHURST

KYLE, TX 78640

$313.20M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Ricks’s Registration & Firm History

CO

10/25/2024 - Present

Transce3nd LLC (Colorado Springs CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel R Ricks.
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