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Inactive

Taylor Rae Pearson

Cetera Planning Partners

Leawood, KS

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Current Employers
Cetera Planning Partners

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-25
KS RA APPROVED 2021-08-09
  • TX RA
    APPROVED_RES
    Since 2026-02-25
  • KS RA
    APPROVED
    Since 2021-08-09

Branch Locations

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 08/2018 07/2019
Citizens Bank Of Kansas Wichita KS 05/2018 08/2018
Baker University Baldwin City KS 01/2017 05/2017
Children's Museum Of Phoenix Phoenix AZ 05/2017 08/2017
Baker University Baldwin City KS 08/2017 05/2018
Baker University Baldwin City KS 08/2014 05/2018
Harlaxton College Grantham 08/2016 12/2016
Axa Advisors, Llc New York NY 07/2019 10/2019
Td Ameritrade Overland Park KS 11/2019 07/2021
Cetera Planning Partners Leawood KS 08/2021 Present
  • 08/2018 → 07/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 05/2018 → 08/2018
    Citizens Bank Of Kansas
    Wichita, KS
  • 01/2017 → 05/2017
    Baker University
    Baldwin City, KS
  • 05/2017 → 08/2017
    Children's Museum Of Phoenix
    Phoenix, AZ
  • 08/2017 → 05/2018
    Baker University
    Baldwin City, KS
  • 08/2014 → 05/2018
    Baker University
    Baldwin City, KS
  • 08/2016 → 12/2016
    Harlaxton College
    Grantham
  • 07/2019 → 10/2019
    Axa Advisors, Llc
    New York, NY
  • 11/2019 → 07/2021
    Td Ameritrade
    Overland Park, KS
  • 08/2021 → Present
    Cetera Planning Partners
    Leawood, KS
Previous Registrations
  • 2019-11-20 → 2021-07-28
    Td Ameritrade, Inc.
    Overland Park, KS
  • 2019-11-20 → 2021-07-28
    Td Ameritrade Investment Management, Llc
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-19
S63 Uniform Securities Agent State Law Examination 2018-10-19
  • S66 Uniform Combined State Law Examination
    2019-11-19
  • S63 Uniform Securities Agent State Law Examination
    2018-10-19
Other Names
  • Taylor Swartzendruber
  • Taylor Rae Swartzendruber

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST NATIONAL ADVISERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TFB ADVISORS, LLC
BEACON WEALTH ADVISORY
FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

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