Unclaimed Profile

Robert Kevin Taylor

TRUENORTH, INC.·WICHITA, Kansas

SIE, Series 7, Series 7TO, Series 63, Series 65Clean record24 years registeredTRUENORTH, INC.

8200 EAST 32ND STREET NORTH, WICHITA, KS 67226CRD# 1759556Firm CRD# 110198

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Kevin Taylor · WICHITA, KS

Registration

CRD #1759556 · TRUENORTH, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUENORTH, INC.

IMA WEALTH, INC.

Feb 2014 – Jul 2020

WICHITA, KS

TRUENORTH, INC.

May 2002 – Mar 2014

WICHITA, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · May 14, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUENORTH, INC.

CRD 110198 · SEC 801-56776

AUM

$387M

Regulatory assets under management

Employees

288 client accounts

Services offered by TRUENORTH, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TRUENORTH, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Kevin Taylor offer?

Robert Kevin Taylor specializes in Investment Management, Wealth Management.

What are Robert Kevin Taylor's credentials?

Robert Kevin Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Kevin Taylor located?

Robert Kevin Taylor is based in WICHITA, Kansas, last registered with TRUENORTH, INC..

How does Robert Kevin Taylor charge for services?

Robert Kevin Taylor's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUENORTH, INC.?

TRUENORTH, INC. has approximately 14 employees and manages $387M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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