Taylor Edward Anderson
Investment adviser representative at Smart Wealth, LLC
11 yearsExperience
1 stateRegistered in
$686.4MFirm assets
5 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Smart Wealth, LLCJan 2025 to now
- Retire Smart, LLCJul 2024 to now
- Charles SchwabMay 2024 to Jul 2024
- Charles Schwab & Co., Inc.Jul 2023 to May 2024
- Charles SchwabFeb 2023 to Jul 2023
- RandstadSep 2022 to Feb 2023
- Cornhusker BankAug 2019 to Sep 2022
- Lincoln Federal Savings BankJun 2017 to Aug 2019
- Hy-veeJun 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NE).
Smart Wealth, LLC
$686.4MAssets managed
1,012Clients
19Advisers
5 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
- 7696467
- Firm CRD
- 315496