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Taylor Franklin Steward

6 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,007 clients
Average Client Portfolio
$384K average
Assets Under Management
$387.0M

Fee Structure

Minimum Investment:None
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Location

3226 28th Street Se, Kentwood, MI, 49512

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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 ActivitiesSells Insurance

Taylor works as an insurance agent at Lakeview Financial Group, LLC, focusing on insurance sales and services. This activity takes about a quarter of Taylor's time.

Employment History
Current Registrations
Mattson Financial Services, LLC
April 2019 - Present · 6 yrs 10 mos
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.
Taylor Franklin Steward - Financial Advisor | TrueAdvisor