Brandon Taylor is a registered investment advisor, based in Fargo, ND, with 4 years of industry experience.
Location
5195 45th St S, Fargo, ND, 58104
Get directionsHistory
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
Brandon is a CPA at Haga Kommer LTD, preparing tax returns and assisting with accounting matters, taking nearly full-time. He also serves as a trustee for the Kent and Kathryn Taylor Irrevocable Life Insurance Trust, requiring minimal time, and works as a financial advisor at HK Wealth Management, dedicating about a third of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment 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.