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Creative Planning | CFP ® (Certifications)

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Taylor Seiling is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the financial services industry. Taylor is currently an Investment Advisor Representative with Creative Planning. Prior to joining Creative Planning, Taylor worked for SBSB Financial Advisors in McLean, Virginia. Taylor is registered to provide investment advice in Texas and Virginia. Taylor specializes in financial planning, investment management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Taylor Carpenter is an Investment Advisor Representative at Fisher Investments, licensed in Texas and Washington. Taylor has been in the industry since 2013, previously working for Farmers Insurance and QuickTrip. Taylor holds a Series 65 license and specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for investment companies and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

DENVER, CO

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Taylor John Paules is a financial advisor at Robert W. Baird & Co. Inc. Taylor has been in the financial services industry since 2013. Taylor has a Series 7, Series 63, and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Taylor is registered to provide investment advice in 28 states and is actively registered in Colorado and Texas. Taylor has previously worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. and FIDELITY BROKERAGE SERVICES LLC. Taylor specializes in portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

ENGLEWOOD, NJ

0 Disclosures

ADVISOR BIO

Taylor Davison Gitcho is a financial advisor with Pathstone, a firm specializing in providing investment advice to individuals, families, and institutions. Taylor has been working in the financial industry since 2008 and has a broad range of experience in the field. Taylor is a registered investment advisor in Colorado and has a Series 7 and Series 66 license. In addition to their experience with Pathstone, Taylor also has experience with Crestone Securities LLC and Crestone Asset Management LLC. Taylor is committed to providing their clients with personalized financial advice and guidance to help them reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc. | CFP ® (Certifications)

location

Owensboro, KY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Taylor Hobgood is a financial advisor with Robert W. Baird & Co. Inc. Taylor has been in the financial services industry since 2016 and has experience providing financial advice to individuals, businesses, and institutions. Taylor is registered in Kentucky and Texas and has passed the Series 7 and 66 exams. Taylor is also a Certified Financial Planner. Taylor's current firm is Robert W. Baird & Co. Inc., which has been in business since 1919 and has a strong reputation for providing financial advice to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Avidian Wealth Solutions

location

HOUSTON, TX

0 Disclosures

ADVISOR BIO

Taylor Kay Snider is an Investment Advisor Representative with Avidian Wealth Solutions. Taylor is registered to provide investment advice in Texas. Taylor has a Series 65 license, the Uniform Investment Adviser Law Examination. Taylor has been in the financial industry for over 5 years. Prior to joining Avidian Wealth Solutions, Taylor worked at RJ Capital and Holland & Knight. Avidian Wealth Solutions is an SEC Registered Investment Advisor with approximately $3.1 Billion in assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Sage Mountain Advisors, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Taylor Brown is a registered Investment Advisor Representative with Sage Mountain Advisors, LLC. Taylor has been in the financial industry since June 2016, working for firms such as Merrill Lynch and Sage Mountain Advisors. Taylor holds the Series 66, Series 7, and SIE licenses. Taylor's specializations include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles. The firm is located in Atlanta, Georgia and serves high net worth individuals, charitable organizations, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Taylor Williamson Maduro is an Investment Advisor Representative with Fisher Investments. Taylor has been in the industry since 2016 and holds the Series 65 license. They specialize in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Taylor is registered to provide investment advisory services in Massachusetts and Texas.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

LOS ANGELES, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Taylor Morgan is a financial professional with over 7 years of experience in the industry. Taylor is currently registered with Goldman Sachs & Co. LLC. Taylor has Series 7, Series 66, and Series 57TO licenses. Taylor specializes in securities, portfolio management, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Northern Trust Investments, Inc.

location

Chicago, IL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Taylor Cowdrey is a financial advisor with over 10 years of experience in the financial services industry. Taylor currently works at Northern Trust Investments, Inc. in Chicago, IL. Taylor has experience working in several different roles including, but not limited to, financial advisor, portfolio manager, and investment analyst. Taylor is committed to providing their clients with comprehensive financial planning services. These services include investment management, retirement planning, college savings planning, and estate planning. Taylor is dedicated to building strong relationships with their clients and providing them with the personalized advice and guidance they need to achieve their financial goals. Taylor holds a Series 7, Series 6, Series 63, and Series 65 licenses.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO PROVIDER, INVESTMENT RESEARCH,INDEX SERVICES, TRANSITION MANAGEMENT AND OVERLAY SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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