Contact Us

CONNECT

Address:

10909 W. Greenfield Avenue, Suite 101
Milwaukee, WI 53214

Phone:

414-282-4000

Fax/Other:

414-282-7700

Mike Taylor, CFP®

Mike Taylor, CFP®

Equity Partner

Professional Objective:

To provide financial planning, retirement planning and asset allocation strategies to individuals and small to mid-sized business owners. I work closely with clients to increase their financial knowledge and offer guidance and understanding of their investments and 401(k) plans. My approach includes:

  • Building long-lasting, trusting relationships with my clients.
     
  • Putting client needs ahead of my own
     
  • Helping clients pursue targeted investment results using an approach consistent with the level of risk they are comfortable with
     
  • Developing strong working relationships with my clients accountant, attorney and other financial service professionals as needed, to help them address their goals.
     
  • Providing a high level of service and responsiveness.

 

Securities Registrations:

Series 7 General Securities Representative held with LPL Financial.  

Series 66 Uniform Combined State Law held with LPL Financial.

 

Insurance Licenses:

  • Life 
  • Health    
  • Long-Term Care    
  • Variable Contracts

 

Professional Designations:

CFP®  (CERTIFIED FINANCIAL PLANNER™ Practitioner)

 

Accomplishments:
  • 2015 & 2016 recipient of the "Five Star Wealth Manager" Award*, as seen in Milwaukee Magazine, Milwaukee, WI.
  • *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2015/2016 Five Star Wealth Managers. 

Community Activities:

Lutheran Special Schools and Educational Services, Board Member

 

Personal:

My wife Susan and I live in Pewaukee, where we raised our family.  We enjoy going “Up North,” spending time on the water, and most of all, spending time with our family.

Phone 414-282-4000 X447
Fax 414-282-7700
Mobile Phone 262-844-3888