Michelle Lynn Taylor

Employer firm

Balanced Wealth Group LLC CRD 328007

$494M regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2014 → 07/2017
  Charles Schwab & Co., Inc.
  Lyndhurst, OH
• 07/2014 → 07/2017
  Charles Schwab Bank
  Lyndhurst, OH
• 10/2017 → 01/2021
  Fairport And Luma Wealth (Affiliate Of Hightower Llc)
  Cleveland, OH
• 01/2021 → 11/2022
  Massmutual Life Insurance Company D/B/A Skylight Financial Group
  Cleveland, OH
• 01/2021 → 11/2022
  Mml Investors Services D/B/A Skylight Financial Group
  Cleveland, OH
• 01/2023 → 11/2023
  Ameriprise Financial Services, Llc
  Westlake, OH
• 11/2023 → Present
  Balanced Wealth Group Llc
  Westlake, OH

Previous Registrations

• 2021-02-04 → 2022-12-15
  Mml Investors Services, Llc
  Cleveland, OH
• 2019-06-19 → 2021-01-12
  Hightower Advisors, Llc
  Cleveland, OH
• 2014-11-05 → 2017-07-19
  Charles Schwab & Co., Inc.
  Orange Village, OH
  Troy, MI
  Pittsburgh, PA
• 2008-06-24 → 2014-07-16
  Strategic Advisers Llc
  Westlake, OH
  Fairlawn, OH
  Woodmere Village, OH
• 2003-01-14 → 2007-03-23
  Strategic Advisers Llc
  Marlborough, MA

Other Businesses

1) Licensed insurance professional, same address, less than 10% of business time. 2) Board of Directors; Taylor; Michelle; Trustee of Finance; 536 W. Bayview Avenue, Put-In-Bay, OH, 43456; Not Investment-Related; 11/01/2022; 1 to 9 hours per month; 0 during trading hours. 3) Enterprise Collaboration Systems; Co-owner; 2172 Silveridge Trail, , Westlake, OH, 44145; Not Investment-Related; 06/01/2023; 0 during trading hours; 1 to 9 hours per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-09-21

Other Names

• Michelle Lynn Taylor
• Michelle Lynn James