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Keith Bernard Stinebaker

Transce3nd LLC

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About Keith Bernard Stinebaker

Keith Bernard Stinebaker is an active investment advisor representative with Transce3nd LLC. Keith has been in the securities industry since 2008. Keith has a wide range of experience in the financial services industry and holds the Series 6, 7, 63, and 65 licenses. Prior to joining Transce3nd LLC, Keith was a registered representative with Kalos Capital, Inc. and National Planning Corporation. Keith specializes in providing financial planning and portfolio management for individuals and corporations. Keith is licensed to conduct business in the following states: Alaska, California, Colorado, Florida, Idaho, Illinois, Indiana, Kansas, Missouri, Nevada, and Texas.

Firm Information

Keith Stinebaker 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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Keith Stinebaker’s Registration & Firm History

MO

05/23/2023 - Present

Transce3nd LLC (ST. PETERS MO)

MO

07/07/2017 - 08/01/2022

KALOS CAPITAL, INC. (St. Peters MO)

MO

03/24/2008 - 07/10/2017

NATIONAL PLANNING CORPORATION (HAZELWOOD MO)

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Licenses & Designations

IA

Issued 08/19/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/22/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith Bernard Stinebaker.
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