MT
MT

Michelle Lynn Taylor

27 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
516 clients
Average Client Portfolio
$814K average
Assets Under Management
$419.9M

Fee Structure

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Location

1991 Crocker Road, Suite 300, Westlake, OH, 44145

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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

Michelle is a licensed insurance professional, dedicating minimal time to this activity. She also serves as Trustee of Finance on the Board of Directors for Taylor and is a co-owner of Enterprise Collaboration Systems.

Employment History
Current Registrations
Balanced Wealth Group LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
February 2023 - November 2023 · 9 mos
MML Investors Services, LLCBroker
March 2021 - December 2022 · 1 yr 9 mos
MML Investors Services, LLC
February 2021 - December 2022 · 1 yr 10 mos
Hightower Advisors, LLC
June 2019 - January 2021 · 1 yr 7 mos
Charles Schwab & CO., INC.
November 2014 - July 2017 · 2 yrs 8 mos
Charles Schwab & CO., INC.Broker
August 2014 - July 2017 · 2 yrs 11 mos
Strategic Advisers, INC.
June 2008 - July 2014 · 6 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2007 - July 2014 · 6 yrs 10 mos
AXA Advisors, LLCBroker
March 2007 - August 2007 · 5 mos
Strategic Advisers, INC.
January 2003 - March 2007 · 4 yrs 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
March 2001 - March 2007 · 6 yrs
Fidelity Brokerage Services LLCBroker
September 1995 - March 2001 · 5 yrs 6 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.