Bruce Gerard Wehner

Current Employers

Employment History

• 01/2008 → 07/2017
  National Planning Corporation
  Festus, MO
• 07/2017 → 07/2022
  Kalos Capital
  Alpharetta, GA
• 07/2022 → Present
  Madison Avenue Securities
  San Diego, CA
• 07/2022 → 10/2022
  Ae Wealth Management Llc
  Topeka, KS
• 07/2007 → Present
  E3 Wealth
  Kirkwood, MO
• 10/2022 → Present
  Transce3Nd Llc
  Buda, TX

Previous Registrations

• 2022-07-29 → 2023-01-18
  Ae Wealth Management, Llc
  Kirkwood, MO
  Topeka, KS
• 2019-06-03 → 2022-08-01
  Kalos Management
  Sunset Hills, MO

Other Businesses

1) E3 WEALTH POSITION: Cash Flow Strategist NATURE: Investment advisor focusing on annuities and life insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 20 START DATE: 07/02/2007 ADDRESS: 10825 Watson Rd. Suite 100, St. Louis MO 63127, United States DESCRIPTION: Meet with clients to provide cash flow and protection strategies. 2) FIXED INSURANCE AND ANNUITIES POSITION: producer NATURE: Sell life insurance and fixed and fixed indexed annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/01/2007 ADDRESS: 10825 Watson Rd, Sunset Hills MO 63127, United States DESCRIPTION: Present insurance strategies for life insurance and asset protection. 3) BGW ENTERPRISES, LLC POSITION: President NATURE: Corporation oversees my insurance business. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2018 ADDRESS: 12855 Whitehorse Lane, St Louis MO 63131, United States DESCRIPTION: Supervise all the things involved in running my business. Accounting, marketing and taxes. 4) THE MONEY ADVANTAGE POSITION: Host NATURE: Host podcast and bring on guest in the area of structuring your business and life. We also discuss whole life insurance and business cash flow strategies. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2018 ADDRESS: 12855 Whitehorse Lane, St Louis MO 63131, United States DESCRIPTION: Research topics and talk on the 1 hour podcast. 5.) MADISON AVENUE SECURITIES: YES INVESTMENT RELATED; 13500 EVENING CREEK DRIVE N SUITE 555, SAN DIEGO CA 92128; SECURITIES SALES; REGISTERED REPRESENTATIVE; START DATE 07/2022; 6.) NAME: TRANSCE3ND LLC: POSITION: Investment Adviser Representative: Investment Related: Yes; NATURE: Registered Investment Adviser firm. INV RELATED: No # OF HRS: 40 SEC TRADING HOURS: 40 START DATE: 10/2022: ADDRS: 835 Main Street, Building #2, Buda, TX 78610: DUTIES: Investment Advisor Representative.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-29
• S63 Uniform Securities Agent State Law Examination
  2007-10-03

Other Names

• Bruce G Wehner