Phoebe Taylor Bird

Current Employers

Employment History

• 04/2015 → 10/2021
  Great Waters Financial (Advisornet)
  Minneapolis, MN
• 11/2021 → 11/2022
  Charles Schwab & Co., Inc.
  Edina, MN
• 11/2022 → 06/2024
  Securities America, Inc.
  Edina, MN
• 11/2022 → 01/2025
  Everest Financial Group
  Golden Valley, MN
• 06/2024 → 01/2025
  Osaic Wealth, Inc.
  Minneapolis, MN
• 03/2025 → Present
  Advisornet Wealth Partners
  Minnetonka, MN
• 03/2025 → Present
  Clearpath Wealth Advisors
  Minnetonka, MN

Previous Registrations

• 2022-11-29 → 2025-01-14
  Everest Financial Group
  Minneapolis, MN
• 2022-01-09 → 2022-11-30
  Charles Schwab & Co., Inc.
  Edina, MN
• 2020-02-28 → 2021-10-21
  Advisornet Wealth Partners
  Minnetonka, MN
  Minnetonka, MN

Other Businesses

(1) Insurance agent; Minnetonka, MN; not investment-related. Sales of various insurance products. (2) I own a rental property, it is not investment-related. It is a duplex located at 6029 Portland Ave, Minneapolis MN 55417. It is occupied by tenants and I am a landlord. I bought the property April 2022 and devote no more than 2-5 hours a week, never during trading hours. My main duties include property maintenance and collecting rent.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-06-06
• S65 Uniform Investment Adviser Law Examination
  2020-02-01

Other Names

• Phoebe Taylor Espeseth
• Phoebe Taylor Wall