BT
BT

Brian Lee Taylor

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
800 clients
Average Client Portfolio
$219K average
Assets Under Management
$175.0M

Fee Structure

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Location

6710 W 121st St, Suite 200, Overland Park, KS, 66209

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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

Brian is an independent insurance agent selling fixed life, fixed annuities, and long-term care insurance. This requires a few hours per week.

Employment History
Current Registrations
Cornerstone Securities LLC
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Wise Wealth, LLC
August 2015 - September 2017 · 2 yrs 1 mo
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.