A family-owned business since 1996, Taylor’d Financial Services continues to reflect the deeply held respect for others and unwavering commitment to service upon which it was built. By putting our clients first and treating them like an extension of our own family, we aim to go above and beyond to deliver the financial stability you deserve.

Inspired by his father, a financial planner with more than 40 years of experience, Brian Taylor was drawn to follow in his footsteps. His career in the financial services industry began in 2000 and has encompassed a variety of roles, including insurance, mutual funds and asset management. Drawing on his experience, Brian builds customized financial plans for his clients that focus on meeting their financial concerns through all phases of life: accumulation, preservation and distribution.

When working with Brian, clients come first. His goal is to help them preserve wealth and peace of mind.

Brian’s Credentials

  • Iowa State University, double major in finance and accounting
  • Avila University, MBA
  • Accredited Investment Fiduciary® (AIF®)
  • National Ethics Association member
  • Series 7, 24, 63 and 65 licenses
  • Kansas and Missouri insurance licenses

Services Include:

  • Financial Planning
  • Investment Planning
  • Wealth Transfer
  • Retirement Planning
  • Protection Planning
  • Estate Planning
  • Education Planning
  • Tax Planning

Outside of the office, Brian likes spending time with his wife, Holly, and three kids, Kobe, Kinzie and Kael. He stays active by golfing and training for triathlons. He is actively involved in his children’s lives, coaching their sports teams and volunteering at their schools.

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Check the background of your financial professional on FINRA’s BrokerCheck. Investment Advisory Services offered through Cornerstone Securities LLC. Dave Ramsey is not affiliated with Cornerstone Securities, LLC, and the opinions voiced by Dave Ramsey are not necessarily the opinions of Cornerstone Securities, LLC. This web site may contain concepts that have legal, accounting and tax implications.  It is not intended to provide legal, accounting or tax advice.  You may wish to consult a competent attorney, tax advisor, or accountant.  Licensed Insurance Professional.  Taylor’d Financial Services is an independent, full-service, investment advisor representative firm.  Taylor’d Financial Services does not represent any particular third-party company or specific financial products. View a copy of our Customer Relationship Summary Form for more information. Copyright 2022 Taylor’d Financial Services. All Rights Reserved.

1 Review for Brian Taylor

HelpVet

1081 Reviews

had a great meeting with Brian the other day. My wife and I are excited about working with him.

5/ 5

I had a great meeting with Brian the other day. My wife and I are excited about working with him. He encouraged us to get back to the baby steps (Dave Ramsey). We are rolling an IRA into the portfolio he suggested. I appreciate the way he looks me in the eyes when he talks to me. I can trust a man like that. ~ Luke Myers ~

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  • Do You Offer Military Discounts:Yes