Kellen Taylor is a CFP-designated registered investment advisor, based in Charlotte, NC, with 19 years of industry experience. Kellen is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4521 Sharon Rd, Suite 400, Charlotte, NC, 28211
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kellen operates under Wealth Enhancement Group, a DBA for his LPL business, since November 2021. He also provides investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm, dedicating full-time hours to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Financial Network Investment Corporation
Carroll Financial Associates INC
Cetera Advisor Networks LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Charles Bevan, CFPCharles Schwab & CO., INC.
- Glenn Ford, CFPVanguard Advisers, INC.
- Chad Wilfong, CFPWells Fargo Advisors
- Cameron Newell, CFA, CFPAlpha Financial Advisors, LLC
- Nicholas Walker, CFP
- Patrick Barnett, CFPLPL Financial LLC