Brian Taylor has been an investment adviser representative at Cornerstone Securities since September 2017, and is not listed among the firm’s executive officers or direct owners. Brian Taylor holds an MBA from Avila University. Brian Taylor studied at Iowa State University.
Cornerstone Securities LLC is an Overland Park, KS firm with $210M under management, 900 clients and 10 advisers across 4 offices, as of its September 2026 filing.
Brian Taylor is President & CEO of Taylor'd Financial Services, a family-owned business since 1996. His career in the financial services industry began in 2000 and has encompassed a variety of roles, including insurance, mutual funds and asset management. He builds customized financial plans for his clients.
Brian Taylor’s longest registration is the current one, 9 years at Cornerstone Securities since 2017. Before joining Cornerstone Securities in 2017, Brian Taylor was registered through Wise Wealth, LLC.
- Cornerstone Securities LLCCurrent– present · 9 yearsOverland Park, KS · Adviser representative · Firm CRD 140379
- Wise Wealth, LLC– · 2 yearsLee'S Summit, MO · Adviser representative · Firm CRD 143421
Professional designations
Listed by Cornerstone Securities
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Brian Taylor is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from September 2017; the most recent is Illinois, in March 2026.
- IllinoisSince 12 March 2026
- KansasSince 28 September 2017
- MissouriSince 28 September 2017
- TexasResidentSince 10 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 August 2015 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 27 April 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 April 2006 |
| Series 7 | General Securities Representative Examination | 25 February 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Lee Taylor
- CRD
- 4337776
- Firm
- Cornerstone Securities · CRD 140379
- Office
- 9270 GLENWOOD ST, SUITE B, Overland Park, KS 66212
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- taylordfinancialservices.com
Where does Brian Taylor work?
Brian Taylor is an investment adviser representative registered through Cornerstone Securities LLC since September 2017, and is not listed among the firm’s executive officers or direct owners.
Is Brian Taylor a financial advisor?
Yes. Brian Taylor has a current investment-adviser registration in Illinois, Kansas, Missouri and Texas, through Cornerstone Securities since September 2017.
How many years of experience does Brian Taylor have?
Brian Taylor has 11 years in the financial industry, since August 2015, across 2 adviser firms.
What exams has Brian Taylor passed?
Brian Taylor has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in February 2003. FINRA credited Brian Taylor with the SIE, which began in October 2018.
Where did Brian Taylor work before Cornerstone Securities?
Before Cornerstone Securities, Brian Taylor was registered through Wise Wealth, LLC, August 2015 to September 2017.
Where is Brian Taylor based?
Brian Taylor’s registered office is in Overland Park, KS.
Is Brian Taylor registered with FINRA?
No. Brian Taylor has no current broker registration.
How can I verify Brian Taylor’s record?
Search CRD 4337776 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Taylor’s full registration record.