Taylor Anderson has been Co-President, Financial Planner of Middleton & Company since January 2018, is a control person of the firm and directly owns between 25% and 50% of it.
Middleton & Company is a Vancouver, WA firm with $131M under management, 115 clients and 2 advisers in one office, as of its April 2026 filing.
Taylor Anderson is with Middleton & Company, a financial planning and investment management firm for mid-career professionals planning sabbaticals. She works on making financial concepts visual and understandable for her clients. She took two and a half years off from her career to join the Peace Corps.
- Middleton & CompanyCurrent– present · 9 yearsVancouver, WA · Adviser representative · Firm CRD 284996
Professional designations
Listed by Middleton & Company
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Taylor Anderson is registered as an investment adviser representative in 3 states. Each was approved in June 2017.
- OregonSince 16 June 2017
- TexasSince 16 June 2017
- WashingtonSince 16 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 June 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Taylor Colby Anderson
- CRD
- 6812068
- Firm
- Middleton & Company · CRD 284996
- Role
- Co-President, Financial Planner
- Office
- 1111 MAIN STREET, SUITE 630, Vancouver, WA 98660
- Registration
- Investment adviser registration
- In the industry since
- June 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- middletonand.co
Where does Taylor Anderson work?
Taylor Anderson has been Co-President, Financial Planner of Middleton & Company since January 2018, and is a control person of the firm.
Is Taylor Anderson a financial advisor?
Yes. Taylor Anderson has a current investment-adviser registration in Oregon, Texas and Washington, through Middleton & Company since June 2017.
How many years of experience does Taylor Anderson have?
Taylor Anderson has 9 years in the financial industry, since June 2017, across 1 adviser firm.
What exams has Taylor Anderson passed?
Taylor Anderson passed the Series 65 in June 2017.
Where is Taylor Anderson based?
Taylor Anderson’s registered office is in Vancouver, WA.
Is Taylor Anderson registered with FINRA?
No. Taylor Anderson has no current broker registration.
Is Taylor Anderson a CFP?
Middleton & Company lists Taylor Anderson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Taylor Anderson’s record?
Search CRD 6812068 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Taylor Anderson’s full registration record.
- Kailie AbascalCo-President, Financial Planner
- Kingston HollmanChief Compliance Officer
- George MiddletonOwner