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Mark Charles Schreiber

Transce3nd LLC

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About Mark Charles Schreiber

Mark Charles Schreiber is an investment advisor representative at Transce3nd LLC. Mark has been in the securities industry since 1996. Mark is licensed to sell securities in 36 states and is also a Registered Investment Advisor in Missouri and Texas. Mark has been a senior partner at E3 Wealth, a life insurance, fixed annuity, and fixed index annuity sales firm since 2015. Mark is also a member of the National Planning Corporation. Mark is an active member of the community and is committed to providing his clients with personalized financial advice.

Firm Information

Mark Schreiber 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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Mark Schreiber’s Registration & Firm History

TX

10/17/2022 - Present

Transce3nd LLC (KYLE TX)

MO

07/07/2017 - 08/01/2022

KALOS CAPITAL, INC. (Kirkwood MO)

MO

04/22/2015 - 07/12/2017

NATIONAL PLANNING CORPORATION (ST. LOUIS MO)

MO

09/06/1996 - 05/04/2015

CETERA FINANCIAL SPECIALISTS LLC (KIRKWOOD MO)

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Licenses & Designations

IA

Issued 05/02/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Charles Schreiber.
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