Michelle Lynn Taylor
Investment adviser representative at Balanced Wealth Group LLC
9 yearsExperience
1 stateRegistered in
$494.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Balanced Wealth Group LLCNov 2023 to now
- Ameriprise Financial Services, LLCJan 2023 to Nov 2023
- Massmutual Life Insurance Company d/b/a Skylight Financial GroupJan 2021 to Nov 2022
- MML Investors Services d/b/a Skylight Financial GroupJan 2021 to Nov 2022
- Fairport and Luma Wealth (affiliate of Hightower LLC)Oct 2017 to Jan 2021
- Charles Schwab & Co., Inc.Jul 2014 to Jul 2017
- Charles Schwab BankJul 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (OH).
Balanced Wealth Group LLC
$494.1MAssets managed
498Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2638947
- Firm CRD
- 328007