Michael Taylor, financial advisor Milwaukee WI
96 score

Michael Taylor

CRD Number: 5596615
Current Firm: Lpl Financial LLC

Michael Taylor (CRD# 5596615) is an Investment Advisor Representative working at Lpl Financial LLC in Milwaukee, WI and has over 7 years of experience in the finance industry. Michael Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Milwaukee, WI Aug 2013 - Current 3
Planners Financial Group LLC Milwaukee, WI Feb 2011 - Current 5
Ameritas Investment Corp Lincoln, NE Feb 2011 - Aug 2013 2
Unemployed Pewaukee, WI Dec 2010 - Feb 2011 < 1
Merrill Lynch Waukesha, WI Sep 2008 - Dec 2010 2
Unemployed Pewaukee, WI Apr 2008 - Sep 2008 < 1
Baxter Healthcare Deerfield, IL May 1994 - Apr 2008 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Michael R. Taylor
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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