Steven Perrmann has been an investment adviser representative at Transce3nd since August 2025, and is not listed among the firm’s executive officers or direct owners. Steven Perrmann studied at Washington University in St. Louis and the University of Cincinnati.
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.
Steve Perrmann is Senior Partner of e3 Wealth, based in St. Louis, Missouri. He has been in the financial services industry for more than a dozen years and brings more than 25 years of engineering-related experience to e3 Wealth. He builds portfolios designed to meet clients' financial, risk-management, tax-reduction and wealth-transfer goals and objectives.
Steven Perrmann’s longest registration was 5 years at National Planning Corporation ("NPC of America" in FL & NY) (2011–2017). Before joining Transce3nd in 2025, Steven Perrmann was registered through Kalos Management and National Planning Corporation ("NPC of America" in FL & NY).
- Kalos Management– · 5 yearsSunset Hills, MO · Adviser representative · Firm CRD 133025
- National Planning Corporation ("NPC of America" in FL & NY)– · 5 yearsSt. Louis, MO · Adviser representative · Firm CRD 29604
Investment adviser representative registrations
Steven Perrmann is registered as an investment adviser representative in Missouri, since August 2025.
- MissouriSince 25 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 August 2011 |
| Series 7 | General Securities Representative Examination | 21 January 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven J Perrmann
- CRD
- 5873282
- Firm
- Transce3nd · CRD 317745
- Office
- 906 South Kirkwood Road, Kirkwood, MO 63122
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- e3wealth.com
Where does Steven Perrmann work?
Steven Perrmann is an investment adviser representative registered through Transce3nd LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Steven Perrmann a financial advisor?
Yes. Steven Perrmann has a current investment-adviser registration in Missouri, through Transce3nd since August 2025.
How many years of experience does Steven Perrmann have?
Steven Perrmann has 15 years in the financial industry, since January 2011, across 3 adviser firms.
What exams has Steven Perrmann passed?
Steven Perrmann has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2011. FINRA credited Steven Perrmann with the SIE, which began in October 2018.
Where did Steven Perrmann work before Transce3nd?
Before Transce3nd, Steven Perrmann was registered through Kalos Management, July 2017 to August 2022; National Planning Corporation ("NPC of America" in FL & NY), September 2011 to July 2017.
Where is Steven Perrmann based?
Steven Perrmann’s registered office is in Kirkwood, MO.
Is Steven Perrmann registered with FINRA?
Yes. Steven Perrmann has a current broker registration, under CRD 5873282.
Source: FINRA BrokerCheck
How can I verify Steven Perrmann’s record?
Search CRD 5873282 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Steven Perrmann’s full registration record.
