Unclaimed Profile

Michelle Lynn Taylor

BALANCED WEALTH GROUP LLC·WESTLAKE, Ohio

SIE, Series 7, Series 9, Series 10, Series 24, Series 63Clean record23 years registeredBALANCED WEALTH GROUP LLC

1991 CROCKER ROAD, WESTLAKE, OH 44145CRD# 2638947Firm CRD# 328007

Profile Verification

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

Identity

Michelle Lynn Taylor · WESTLAKE, OH

Registration

CRD #2638947 · BALANCED WEALTH GROUP LLC · 23 years registered

Brand Profile

Not yet started

Career History

BALANCED WEALTH GROUP LLC

Nov 2023 – present

MML INVESTORS SERVICES, LLC

Feb 2021 – Dec 2022

CLEVELAND, OH

HIGHTOWER ADVISORS, LLC

Jun 2019 – Jan 2021

Cleveland, OH

CHARLES SCHWAB & CO., INC.

Nov 2014 – Jul 2017

LYNDHURST, OH

STRATEGIC ADVISERS, INC.

Jun 2008 – Jul 2014

WOODMERE VILLAGE, OH

STRATEGIC ADVISERS, INC.

Jan 2003 – Mar 2007

MARLBOROUGH, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Registration record

First registered · January 14, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALANCED WEALTH GROUP LLC

CRD 328007 · SEC 801-128997

AUM

$342M

Regulatory assets under management

Employees

1,420 client accounts

Services offered by BALANCED WEALTH GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BALANCED WEALTH GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Michelle Lynn Taylor offer?

Michelle Lynn Taylor specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE, Ohio for a consultation.

What are Michelle Lynn Taylor's credentials?

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

Where is Michelle Lynn Taylor located?

Michelle Lynn Taylor is based in WESTLAKE, Ohio, working with BALANCED WEALTH GROUP LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.

How does Michelle Lynn Taylor charge for services?

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

How large is BALANCED WEALTH GROUP LLC?

BALANCED WEALTH GROUP LLC has approximately 11 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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