Taylor Vilhauer is a registered investment advisor, based in Vancouver, WA, with 13 years of industry experience.
Location
300 E. 17th Street, Vancouver, WA, 98663
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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 ActivitiesSells Insurance
Taylor is an investment advisor with Momentous Wealth Management and serves on the board of directors for Innovative Services NW. Taylor also sells life, long-term care, and disability insurance through Crump Life Insurance Services, dedicating minimal time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Momentous Wealth Management, INC.
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, 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.