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Taylor Pankratz

UPTICK PARTNERS, LLC·NACOGDOCHES, Texas
SIE, Series 7, Series 66CFPClean record9 years registeredUPTICK PARTNERS, LLC
777 EAST AUSTIN, NACOGDOCHES, TX 75965CRD# 6508529Firm CRD# 324250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Taylor Pankratz · NACOGDOCHES, TX
Registration
CRD #6508529 · UPTICK PARTNERS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

UPTICK PARTNERS, LLC
Mar 2023 – present
EDWARD JONES
Oct 2020 – Mar 2023
NACOGDOCHES, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Dec 2016 – Oct 2020
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 19, 2016
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
UPTICK PARTNERS, LLC
CRD 324250 · SEC 801-127235
AUM
$399M
Regulatory assets under management
Employees
6
412 client accounts
Services offered by UPTICK PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at UPTICK PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Taylor Pankratz offer?
Taylor Pankratz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NACOGDOCHES, Texas for a consultation.
What are Taylor Pankratz's credentials?
Taylor Pankratz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Taylor Pankratz located?
Taylor Pankratz is based in NACOGDOCHES, Texas, working with UPTICK PARTNERS, LLC. Their office serves clients in the NACOGDOCHES metropolitan area and surrounding communities.
How does Taylor Pankratz charge for services?
Taylor Pankratz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UPTICK PARTNERS, LLC?
UPTICK PARTNERS, LLC has approximately 6 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UPTICK PARTNERS, LLC

Jason Michael Barber
NACOGDOCHES, TX
CFP
Steven Wayne Barber
NACOGDOCHES, TX
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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