Taylor Pankratz
Investment adviser representative at Uptick Partners, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Uptick Partners, LLCMar 2023 to now
- Edward JonesOct 2020 to Mar 2023
- Clarus Wealth GroupSep 2017 to Sep 2020
- Raymond James Financial Services Advisors Inc.Dec 2016 to Sep 2020
- Raymond James Financial Services, Inc.Dec 2015 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Uptick Partners, LLC
$1.1BAssets managed
1,139Clients
17Advisers
3 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
- 6508529
- Firm CRD
- 324250