Taylor
Graham

Mader & Shannon Wealth Management

CRD#6716460
Investment Advisor
in Kansas City, MO

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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

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4717 Grand Ave. Ste 800
Kansas City, MO 64112

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Mader & Shannon Wealth Management Brokerage Details

Total Assets Under Management

$214,990,417

MO Average: $11,469,110,461
Total Number of Employees

11

MO Average: 458
Total Number of Accounts

392

MO Average: 33,415
Average Account Size

$548,445

MO Average: $343,232

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.*

2016 - Present (8 years)

Mader & Shannon Wealth Management

2016 - 2016 (< 1 year)

Mader & Shannon Wealth Management

2015 - 2016 (1 year)

At Home Apartments

2013 - 2015 (2 years)

E-State Management LLC

2011 - 2015 (4 years)

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

Matthew Stevens
Kansas City, MO
Taylor Graham
Kansas City, MO
Kyle Sanders
Kansas City, MO
Tyler Zimmerman
Kansas City, MO
Daniel Kennedy
Kansas City, MO
Lawrence Martin
Valley Falls, KS
John Martin
Kansas City, MO
Austin Harrison
Kansas City, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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