Taylor Busse
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Citizens BankJan 2026 to now
- LPL Financial LLCNov 2025 to now
- Citizens BankSep 2024 to Dec 2025
- Citizens BankJan 2024 to Aug 2024
- Citizens BankJan 2023 to Dec 2023
- Citizens BankJul 2021 to Dec 2022
- Citizens BankJun 2019 to Jun 2021
- Waukesha County Technical CollegeSep 2018 to Dec 2020
- Linden GroveJun 2016 to Jul 2021
- Mukwonago High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 8194695
- Firm CRD
- 6413