Taylor
Graham
Mader & Shannon Wealth Management
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About this Advisor
Taylor Graham is a financial advisor working out of Kansas City, Missouri with 4 years of relevant experience. Graham is an advisor for Mader & Shannon Wealth Management. Their career trajectory has included roles at The University Of Kansas, E-State Management LLC, At Home Apartments and Mader & Shannon Wealth Management. Graham holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Missouri. Mader & Shannon Wealth Management is a firm operating out of Kansas City, MO. The firm has offices in three locations and a total of 11 financial advisors. It oversees $215 million in assets under management among its 392 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 392 client accounts, 15% belong to high-net-worth individuals who have greater than $1 million in investable assets. Mader & Shannon Wealth Management provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fees charged by Mader & Shannon Wealth Management most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mader & Shannon Wealth Management Brokerage Details
$214,990,417
11
392
$548,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Taylor Graham Work History
Taylor has been registered as a financial advisor for 4 years.*
Mader & Shannon Wealth Management
Mader & Shannon Wealth Management
At Home Apartments
E-State Management LLC
The University Of Kansas
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Taylor Graham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mader & Shannon Wealth Management
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Valley Falls, KS
Kansas City, MO
Kansas City, MO
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