Taylor Anne England
Investment adviser representative at Consolidated Financial
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$588.7MFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Consolidated FinancialFeb 2025 to now
- Beverage Marketing Group, LLCJun 2024 to now
- Consolidated Financial Management GroupMay 2017 to now
- Ohio Army National GuardMay 2014 to now
- Ugly Tuna SaloonaJun 2015 to Feb 2017
- Shipt IncMar 2010 to Aug 2023
- Wedgewood Golf and Country ClubMar 2010 to Aug 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Consolidated Financial
Legal name: Consolidated Financial Management Group, LLC
$588.7MAssets managed
760Clients
5Advisers
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
- 8004066
- Firm CRD
- 119695