TK
TK

Taylor Kean

7 Years of Experience
Huntsville, AL
Broker

Taylor Kean is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Huntsville, AL, with 7 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

Loading...

Location

200 Clinton Ave W, Ste 507, Huntsville, AL, 35801

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
March 2024 - Present · 2 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
SA Stone Investment Advisors INC.
January 2022 - January 2024 · 2 yrs
SA Stone Wealth Management INC.Broker
December 2021 - January 2024 · 2 yrs 1 mo
Northwestern Mutual Investment Services,llc
December 2020 - January 2022 · 1 yr 1 mo
Northwestern Mutual Investment Services, LLCBroker
December 2020 - January 2022 · 1 yr 1 mo
Prudential Financial Planning Services
May 2020 - November 2020 · 6 mos
Pruco Securities, LLC.Broker
May 2020 - November 2020 · 6 mos
VALIC Financial Advisors, INC.
May 2018 - March 2020 · 1 yr 10 mos
VALIC Financial Advisors, INC.Broker
March 2018 - March 2020 · 2 yrs
State Registrations3 states
ALDCIA
AdvisorBrokerBoth

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
No exam information available for this advisor.