Taylor Ploss (CRD# 6633470) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minnetonka, MN and has over 7 years of experience in the finance industry. Taylor Ploss 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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 5609846
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks LLC | Minnetonka, MN | Aug 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
Fortune Financial | Minnetoka, MN | Feb 2018 - Current | 6 |
Minnesota Life | St. Paul, MN | Feb 2018 - Aug 2023 | 5 |
Securian Financial Services Inc. | St. Paul, MN | Feb 2018 - Aug 2023 | 5 |
O'gara's Bar And Grill | St. Paul, MN | Sep 2016 - Nov 2021 | 5 |
Cri Securities LLC | St. Paul, MN | Feb 2018 - Oct 2021 | 3 |
Fortune Financial | Minnetonka, MN | Feb 2017 - Feb 2018 | 1 |
Securian Financial Services, Inc. | St. Paul, MN | Feb 2017 - Feb 2018 | 1 |
Cri Securities, LLC | St. Paul, MN | Feb 2017 - Feb 2018 | 1 |
Securian Financial Services, Inc. | St. Paul, MN | Oct 2016 - Feb 2017 | < 1 |
Minnesota Life Insurance Company | St. Paul, MN | Oct 2016 - Feb 2017 | < 1 |
Fortune Financial | Minnetonka, MN | Oct 2016 - Feb 2017 | < 1 |
Cri Securities, LLC | St. Paul, MN | Oct 2016 - Feb 2017 | < 1 |
Fortune Financial | Minnetonka, MN | Jun 2016 - Oct 2016 | < 1 |
Securian Financial Services, Inc. | St. Paul, MN | Apr 2016 - Oct 2016 | < 1 |
University Of Kansas | Lawrence, KS | Aug 2012 - Jun 2016 | 3 |
Quinton's Bar And Deli | Lawrence, KS | Jan 2015 - May 2016 | 1 |
Fiat Chrysler Automobiles | Orlando, FL | May 2015 - Aug 2015 | < 1 |
Rr Donnelley | Bolingbrook, IL | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- MN
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
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- Educational seminars/workshops
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