Taylor Pearson (CRD# 7002683) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 5 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 |
|---|---|---|---|
| The Retirement Planning Group | Leawood, KS | Aug 2021 - Current | 2 |
| Td Ameritrade | Overland Park, KS | Nov 2019 - Jul 2021 | 1 |
| Axa Advisors, LLC | New York, NY | Jul 2019 - Oct 2019 | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Aug 2018 - Jul 2019 | < 1 |
| Citizens Bank Of Kansas | Wichita, KS | May 2018 - Aug 2018 | < 1 |
| Baker University | Baldwin City, KS | Aug 2017 - May 2018 | < 1 |
| Baker University | Baldwin City, KS | Aug 2014 - May 2018 | 3 |
| Children's Museum Of Phoenix | Phoenix, AZ | May 2017 - Aug 2017 | < 1 |
| Baker University | Baldwin City, KS | Jan 2017 - May 2017 | < 1 |
| Harlaxton College | Grantham, | Aug 2016 - Dec 2016 | < 1 |
| Citizens Bank Of Kansas | Wichita, KS | May 2016 - Aug 2016 | < 1 |
| Govig & Associates | Scottsdale, AZ | May 2015 - Aug 2015 | < 1 |
| Farmer's State Bank | Mcpherson, KS | Aug 2013 - Mar 2015 | 1 |
| Mcpherson High School | Mcpherson, KS | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- KS
-
Total Assets Under Management1,797MILLIONS
-
Total Number of Accounts6,793ACCOUNTS
-
Average Account Value$264,503
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MO, NC, NE, OH, OR, SC, TN, TX, WA
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