Taylor Richardson (CRD# 6450194) is an Investment Advisor Representative working at Engage Wealth Advisors, LLC in Overland Park, KS and has over 8 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Engage Wealth Advisors, LLC | Overland Park, KS | Jun 2020 - Current | 3 |
| Engage Wealth Advisors, LLC | Overland Park, KS | Nov 2017 - Current | 6 |
| Tek Industries, LLC | Gardner, KS | Feb 2017 - Jan 2021 | 3 |
| Engage Advisors Wealth LLC | Overland Park, KS | Sep 2020 - Oct 2020 | < 1 |
| Cetera Advisors LLC | Denver, CO | Jun 2015 - Nov 2017 | 2 |
| Forster Wealth Management | Overland Park, KS | Feb 2015 - May 2015 | < 1 |
| Unemployed | Gardner, KS | Sep 2014 - Jan 2015 | < 1 |
| College Works Painting | Manhattan, KS | Feb 2012 - Aug 2014 | 2 |
| Kansas State University | Manhattan, KS | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- CA
- CO
- IL
- KS
- MO
-
Total Assets Under Management73MILLIONS
-
Total Number of Accounts470ACCOUNTS
-
Average Account Value$155,434
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CO, IL, KS, MO, TX
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