Kyle Wilcutt 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.
Kyle Wilcutt’s longest registration is the current one, 3 years at Transce3nd since 2022. Before joining Transce3nd in 2022, Kyle Wilcutt 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– · 2 yearsCrystal City, MO · Adviser representative · Firm CRD 133025
Investment adviser representative registrations
Kyle Wilcutt is registered as an investment adviser representative in 2 states. Each was approved in October 2022.
- MissouriSince 24 October 2022
- TexasSince 24 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 July 2020 |
| Series 7TO | General Securities Representative Examination | 17 January 2020 |
| SIE | Securities Industry Essentials Examination | 6 January 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 5902866
- Firm
- Transce3nd · CRD 317745
- Office
- 906 S KIRKWOOD ROAD, Kirkwood, MO 63122
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kyle Wilcutt work?
Kyle Wilcutt 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 Kyle Wilcutt a financial advisor?
Yes. Kyle Wilcutt has a current investment-adviser registration in Missouri and Texas, through Transce3nd since October 2022.
How many years of experience does Kyle Wilcutt have?
Kyle Wilcutt has 6 years in the financial industry, since January 2020, across 3 adviser firms.
What exams has Kyle Wilcutt passed?
Kyle Wilcutt has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2020.
Where did Kyle Wilcutt work before Transce3nd?
Before Transce3nd, Kyle Wilcutt was registered through Kalos Management, July 2020 to August 2022.
Where is Kyle Wilcutt based?
Kyle Wilcutt’s registered office is in Kirkwood, MO.
Is Kyle Wilcutt registered with FINRA?
Yes. Kyle Wilcutt has a current broker registration, under CRD 5902866.
Source: FINRA BrokerCheck
How can I verify Kyle Wilcutt’s record?
Search CRD 5902866 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kyle Wilcutt’s full registration record.
