Charles Russell Eichner

Current Employers

Employment History

• 01/2003 → Present
  Expert Tax Solutions
  Mt Pleasant, WI
• 10/2006 → 03/2021
  Princor Financial Services Corporation
  Mt Pleasant, WI
• 06/2011 → 03/2021
  Principal Life Insurance Company
  Mt Pleasant, WI
• 10/2020 → 06/2021
  Concierge Financial Partners, Llc
  Mt. Pleasant, WI
• 03/2021 → Present
  Transcend Advisor Group
  Mount Pleasant, WI
• 06/2021 → Present
  The Leaders Group
  Littleton, CO
• 02/2022 → Present
  Transcend Insurance Group
  Mt. Pleasant, WI

Previous Registrations

• 2006-10-19 → 2021-03-17
  Principal Securities, Inc.
  Mt Pleasant, WI

Other Businesses

Mr. Eichner has the following Outside Business Activities. He is dual registered as a registered representative with The Leaders Group of Littleton, CO, where he devotes 19 hours a month selling investment products. He is also an insurance agent for Transcend Insurance Group in which he sells insurance products including annuities. He spends approximately 10 hours a week during market and non-market hours on this endeavor. Managing Member, No Worries, Tax of Cape Coral, .In this role Mr. Eichner offers tax services to clients. He spends approximately 10 hours a month in this endeavor. Next, Mr. Eichner is a member of Benefit Funding Services/FFR, an organization that assists insurance agents in writing insurance policies for clients. He spends approximately 10 hours a month with this activity. Mr. Eichner works with President of Expert Tax Solutions, which is a tax preparation service. He spends approximately 30 hours a week from February through April on this service. He is Vice President at EA Investments, a real estate rental firm. He spends 1 hour a month in this endeavor. Partner TREC Properties, a residential real estate rental firm. He spends 1 hour a month on this activity. Mr. Eichner is 1/3 equal owner in Spicy Badger, LLC, a commercial rental property in Milwaukee, Wisconsin. They each spend approximately one hour a month on this endeavor.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-20

Other Names

• Russ Eichner