Vanessa Ann Taylor
Investment adviser representative at Insight Financial Services
11 yearsExperience
1 stateRegistered in
$213.8MFirm assets
8 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
- Seminars and workshops
Experience
11 years in the industry.
- Insight Financial ServicesJul 2026 to now
- Ifs Advisors, LLCJul 2026 to now
- Prestige TransportationSep 2015 to now
- Commonwealth Financial NetworkJun 2016 to Jul 2026
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (KS).
Insight Financial Services
Legal name: Ifs Advisors, LLC
$213.8MAssets managed
444Clients
9Advisers
8 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
- 6037002
- Firm CRD
- 147518