Taylor Anne Willox

Current Employers

Employment History

• 06/2012 → Present
  The Knw Group
  Minnetonka, MN
• 04/2016 → Present
  Kestra Investment Services, Llc
  Plymouth, MN
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Plymouth, MN

Other Businesses

Business Name: The KNW Group Investment Related: Yes Address: 4350 Baker Road, Suite 250 Minnetonka MN 55343 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Client Manager Start Date: 6/21/2012 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Answer general questions regarding financial records and accounts, questions from terminated 401(k) participants or appropriately direct each call. Business Name: NFP - National Financial Partners Investment Related: Yes Address: 505 Waterford Park, Suite 1100, Highway 169 N Plymouth MN 55441 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Wealth Manager Start Date: 1/1/2019 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Provide assistance to individuals and families regarding their financial health. Business Name: JOHANNSON FAMILY IRREVOCABLE TRUST DATED 6/17/2014 POSITION: Trustee, to my aunt and uncle's irrevocable trust for the benefit of their four children. NATURE: Legal/Attorney/Trustee/Executor INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 12/12/2016 ADDRESS: 1 Sunfish Lane, Saint Paul MN 55118 DESCRIPTION: Currently, the two trustee's on this Trust are Stanley Hubbard and James (Jim) Johannson. Stanley lives in New Mexico and Jim in Colorado. I am very close with my aunt and uncle and their four children: Johnny (12), Matias (11), Anna (10), and Daniela (8). They wanted someone not only with knowledge of the business, but also knowledge of their children and family. In the event of an accident they would like someone in close proximity and with personal knowledge to handle the trust for my cousins. More specifically, making decisions on if the children get funds in the future and what are acceptable expenses for them to incur while they are still minors/young adults. Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 04/04/2016 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Financial Planning

Exams

• S66 Uniform Combined State Law Examination
  2016-02-17

Designations

Other Names

• Taylor Anne Stevenson