Michael Scott Taylor

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2016 → 06/2026
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 03/2016 → 06/2026
  Evansville Teachers Fcu
  Evansville, IN
• 05/2022 → 06/2026
  Lpl Financial Llc
  Evansville, IN
• 06/2026 → Present
  Ameriprise Financial Services, Llc
  Evansville, IN

Previous Registrations

• 2022-05-18 → 2026-06-16
  Lpl Financial Llc
  Evansville, IN
  Evansville, IN
  Henderson, KY
  Mt Vernon, IN
• 2016-03-21 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Evansville, IN
• 2002-07-16 → 2002-08-23
  Signal Capital Management,Inc.
  Evansville, IN

Other Businesses

Outside Employment; Liberty Wealth Services; Financial Advisor; Financial Advisor; 1900 Hirschland Road, , Evansville, IN, 47716; Investment-Related; 06/15/2026; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-18
• S63 Uniform Securities Agent State Law Examination
  2013-01-31

Other Names

• Scott Taylor