Amanda Hunn Taylor
Investment adviser representative at Broadview Financial Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$699.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Broadview Financial Management, LLCMay 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Broadview Financial Management, LLC
$699.2MAssets managed
269Clients
6Advisers
13 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
- 3245959
- Firm CRD
- 143550