Vanessa Ann Taylor

Employer firm

Insight Financial Services CRD 147518

$214M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → Present
  Prestige Transportation
  Overland Park, KS
• 06/2016 → 07/2026
  Commonwealth Financial Network
  San Diego, CA
• 07/2026 → Present
  Ifs Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2016-06-10 → 2026-07-07
  Commonwealth Financial Network
  Overland Park, KS
  Overland Park, KS
  Shawnee Mission, KS
• 2016-03-18 → 2016-06-06
  Waddell & Reed
  Overland Park, KS

Other Businesses

1. Co-owner, Prestige Transportation, LLC; vehicle rental company; not conducted at firm location; not investment related; 2 hours per month, 0 hours during business hours; Start date 8/2015; 2. Owner, AAJVX2, LLC; real estate management; not conducted at firm location; not investment related; 2 hours per month, 0 hours during business hours; Start date 11/2019; 3. Co-owner, TRH, LLC; real estate management; not conducted at firm location; not investment related; 2 hours per month, 0 hours during business hours; Start date 3/1/2023; 4. Owner, AAJVX3, LLC; real estate management; not conducted at firm location; not investment related; 2 hours per month, 0 hours during business hours; Start date 10/30/2024; 5. Co-Owner, TRH2, LLC; real estate management; not conducted at firm location; not investment related; 2 hours per month, 0 hours during business hours; Start date 6/14/2026

Exams

• S66 Uniform Combined State Law Examination
  2016-03-18

Other Names

• Vanessa A Karamitros
• Vanessa Ann Silvey
• Vanessa Ann Karamitros