Taylor Kollen
Taylor Kollen is a registered investment advisor at Gwn Securities INC., based in Miami Lakes, FL, with 17 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
6175 NW 153rd Street, Suite 226, Miami Lakes, FL, 33014
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2017Other Business ActivitiesSells Insurance
Taylor owns Teachers Retirement Resources Inc., assisting teachers with retirement options and offering insurance, and works as an independent insurance agent selling fixed insurance products. Taylor also works as a financial professional for Florida Retirement Resources, using the DBA in conjunction with investment sales; each of these activities takes nearly full-time.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations4 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.