Bruce Wehner has been an investment adviser representative at Transce3nd since October 2022, and is not listed among the firm’s executive officers or direct owners.
Transce3nd LLC is a Buda, TX firm with $419M under management, 1,620 clients and 42 advisers across 17 offices, as of its May 2026 filing.
Bruce Wehner is Cash Flow Strategist of e3 Wealth, based in St. Louis, Missouri. Before joining e3 he owned and operated an automotive service business. At e3 he uses that small-business experience to help clients develop financial strategies designed to provide cash flow and build long-term assets, and he is co-founder of The Money Advantage podcast.
Bruce Wehner’s longest registration is the current one, 4 years at Transce3nd since 2022. Before joining Transce3nd in 2022, Bruce Wehner was registered through Ae Wealth Management, LLC and Kalos Management.
- Ae Wealth Management, LLC– · under a yearKirkwood, MO · Adviser representative · Firm CRD 282580
- Kalos Management– · 3 yearsSunset Hills, MO · Adviser representative · Firm CRD 133025
Investment adviser representative registrations
Bruce Wehner is registered as an investment adviser representative in 2 states. The first approvals date from October 2022; the most recent is Missouri, in April 2024.
- MissouriSince 26 April 2024
- TexasSince 17 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 May 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 3 October 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 September 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bruce Gerard Wehner
- CRD
- 5410378
- Firm
- Transce3nd · CRD 317745
- Office
- 906 S KIRKWOOD ROAD, Kirkwood, MO 63122
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- e3wealth.com
Where does Bruce Wehner work?
Bruce Wehner is an investment adviser representative registered through Transce3nd LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Bruce Wehner a financial advisor?
Yes. Bruce Wehner has a current investment-adviser registration in Missouri and Texas, through Transce3nd since October 2022.
How many years of experience does Bruce Wehner have?
Bruce Wehner has 18 years in the financial industry, since December 2007, across 3 adviser firms.
What exams has Bruce Wehner passed?
Bruce Wehner has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 2007. FINRA credited Bruce Wehner with the SIE, which began in October 2018.
Where did Bruce Wehner work before Transce3nd?
Before Transce3nd, Bruce Wehner was registered through Kalos Management, June 2019 to August 2022.
Where is Bruce Wehner based?
Bruce Wehner’s registered office is in Kirkwood, MO.
Is Bruce Wehner registered with FINRA?
Yes. Bruce Wehner has a current broker registration, under CRD 5410378.
Source: FINRA BrokerCheck
How can I verify Bruce Wehner’s record?
Search CRD 5410378 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Bruce Wehner’s full registration record.
