Taylor Louise Markee
Investment adviser representative at Ameriprise Financial Services, LLC
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$660.5BFirm 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 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
7 years in the industry.
- Ameriprise Financial Services, LLC.Jan 2023 to now
- Ameriprise Financial Services, LLCDec 2021 to Dec 2022
- KindredMar 2021 to Dec 2021
- The Vanguard Group, Inc.Sep 2020 to Mar 2021
- Bin 110Aug 2020 to Dec 2020
- Ameriprise Financial Services, LLCMar 2020 to Mar 2020
- RivalriesNov 2018 to Mar 2020
- 43 North BistroOct 2018 to Sep 2019
- University of Southern MaineSep 2018 to May 2020
- BoathouseMay 2018 to Aug 2018
- Southern Maine Community CollegeJan 2017 to May 2018
- Timber SteakhouseOct 2016 to May 2018
- Old Port Sea GrillMay 2016 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (ME).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 7293519
- Firm CRD
- 6363