Taylor Dorman, financial advisor Leawood KS
90 score

Taylor Dorman

CRD Number: 6094372
Current Firm: Cognios Capital, LLC

Taylor Dorman (CRD# 6094372) is an Investment Advisor Representative working at Cognios Capital, LLC in Leawood, KS and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Alps Distributors, Inc. Denver, CO Apr 2015 - Current 2
Cognios Capital Leawood, KS Apr 2015 - Current 2
Montage Securities, LLC Leawood, KS Apr 2013 - Mar 2015 1
Montage Investments, LLC Leawood, KS Apr 2013 - Mar 2015 1
American Century Investment Service Inc. Kansas City, MO Jul 2012 - Apr 2013 < 1
Unemployed Lawrence, KS Aug 2011 - Jun 2012 < 1
Jack Stack Barbecue Kansas City, MO May 2011 - Jul 2011 < 1
Unemployed Lawrence, KS Aug 2010 - May 2011 < 1
Jack Stack Barbecue Overland Park, KS May 2010 - Jul 2010 < 1
Unemployed Lawrence, KS Aug 2009 - May 2010 < 1
Blue Hills Country Club Kansas City, MO May 2006 - Jul 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Taylor C. Dorman
Phone Number: 913-214-5000
Firm Website: http://www.cognios.com
Registered State(s):
  • IL
  • MO
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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