Kevin Taylor, financial advisor Bowling Green KY

Kevin Taylor

CRD Number: 5724858
Current Firm: Ipi Wealth Management, Inc.

Kevin Taylor (CRD# 5724858) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Bowling Green, KY and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Planners Inc. Decatur, IL Oct 2009 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Kevin D. Taylor
Phone Number: 217-425-6340
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    2,147
    MILLIONS
  • Total Number of Accounts
    10,573
    ACCOUNTS
  • Average Account Value
    $203,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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