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Sam Kuklinski

Transcend Advisor Group, LLC

Milwaukee, WI

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Current Employers
Transcend Advisor Group, Llc

311 E Chicago Street Suite 210, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-07-12
  • WI RA
    APPROVED
    Since 2026-07-12

Branch Locations

311 E Chicago Street Suite 210, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Company Wauwatosa WI 05/2020 11/2020
Mml Investors Services Wauwatosa WI 09/2020 11/2020
Northwestern Mutual Milwaukee WI 06/2019 02/2020
Team Services Inc Appleton WI 05/2016 06/2019
American Family Insurance Madison WI 05/2018 08/2018
Fresh Madison Market Madison WI 12/2016 05/2017
University Of Wisconsin-Madison Madison WI 09/2015 05/2019
Ameriprise Financial Services, Llc Elm Grove WI 11/2020 01/2022
None Milwaukee WI 03/2020 05/2020
Transcend Advisor Group Milwaukee WI 07/2026 Present
Transcend Advisorgroup Milwaukee WI 01/2022 07/2026
  • 05/2020 → 11/2020
    Mass Mutual Life Insurance Company
    Wauwatosa, WI
  • 09/2020 → 11/2020
    Mml Investors Services
    Wauwatosa, WI
  • 06/2019 → 02/2020
    Northwestern Mutual
    Milwaukee, WI
  • 05/2016 → 06/2019
    Team Services Inc
    Appleton, WI
  • 05/2018 → 08/2018
    American Family Insurance
    Madison, WI
  • 12/2016 → 05/2017
    Fresh Madison Market
    Madison, WI
  • 09/2015 → 05/2019
    University Of Wisconsin-Madison
    Madison, WI
  • 11/2020 → 01/2022
    Ameriprise Financial Services, Llc
    Elm Grove, WI
  • 03/2020 → 05/2020
    None
    Milwaukee, WI
  • 07/2026 → Present
    Transcend Advisor Group
    Milwaukee, WI
  • 01/2022 → 07/2026
    Transcend Advisorgroup
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-18
  • S66 Uniform Combined State Law Examination
    2020-12-18
Designations

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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