Cambridge Investment Research Advisors
46yrs
Top advisor by experience in Kirkwood
11yrs
Conner Capps
Financial advisor at Transce3nd
Based in Kirkwood, Missouri, Conner Capps is a fiduciary financial advisor with 11 years of industry experience. Conner joined Transce3nd in 2022, after less than a year at AE Wealth Management and five years at Kalos Management. Transce3nd offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 56 advisors with offices in Kirkwood, and one of 54 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office906 South Kirkwood Rd, Kirkwood, MO 63122
FirmTransce3nd
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$256,062
Advisors at the firm42
States licensed ?1 state
Services through Transce3nd
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowTransce3nd LLCCurrent firm
- Jul 2022 – Jan 2023AE Wealth Management, LLCPreviously
- 2017 – 2022Kalos ManagementPreviously
- Jan 2016 – Jul 2017National Planning CorporationPreviously
Questions to ask Conner
Tailored to Conner’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Conner
How do I contact Conner?
Call Transce3nd at (512) 268-9220 and ask for Conner Capps. Conner works from the Kirkwood, MO office.
How long has Conner been a financial advisor?
Conner has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Conner hold?
Series 66. Tap any license on this page to see what it allows.
Is Conner a fiduciary?
Conner is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Conner paid?
Transce3nd reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Conner for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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