KT
CFP
KT
CFP

Kevin Taylor

16 Years of Experience
Decatur, IL
Broker

Kevin Taylor is a CFP-designated registered investment advisor, based in Decatur, IL, with 16 years of industry experience.

Location

226 W. Eldorado, Decatur, IL, 62522

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kevin is an owner/partner of Newton Financial Group, LLC, working nearly full-time and spending a few hours per week trading. He is also an advisory representative of a RIA at CIRA, working full-time and spending about three-quarters of his time trading.

Employment History
Current Registrations
Ipi Wealth Management, INC.
November 2024 - Present · 1 yr 6 mos
Investment Planners, INC.Broker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
June 2024 - September 2024 · 3 mos
Cambridge Investment Research, INC.Broker
June 2024 - September 2024 · 3 mos
Ipi Wealth Management, INC.
January 2011 - July 2024 · 13 yrs 6 mos
Investment Planners, INC.Broker
October 2009 - July 2024 · 14 yrs 9 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.