Taylor Rae Pearson

Employer firm

Cetera Planning Partners CRD 129625

$4.16B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters
• 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

• 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

• 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