Taylor Colby Anderson
Investment adviser representative at Middleton & Company
2 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$131.3MFirm 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
Experience
2 years in the industry.
- Middleton & CompanyJan 2017 to now
- Tcm ConsultingDec 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Middleton & Company
$131.3MAssets managed
115Clients
2Advisers
1 yearIn 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
- 6812068
- Firm CRD
- 284996