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Taylor Thomson Klevens

Mariner

Kirkland, WA

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-09-01
  • WA RA
    APPROVED
    Since 2023-09-01

Branch Locations

4040 Lake Washington Blvd. Ne Ste. 314, Kirkland, WA 98033 • 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
Ameriprise Financial Services Inc Bellevue WA 07/2015 11/2016
Ameriprise Financial Services, Inc. Bellevue WA 12/2016 06/2017
Badgley Phelps Wealth Managers Seattle WA 06/2017 02/2020
Self-Employed Lynnwood WA 02/2020 04/2021
Guild Mortgage Kirkland WA 04/2021 07/2021
Crosscountry Mortgage Bellevue WA 07/2021 11/2021
Klevens Capital Management Bellevue WA 11/2021 08/2023
Pfg Advisors, Llc Bellevue WA 05/2022 08/2023
Mariner Wealth Advisors Overland Park KS 09/2023 Present
  • 07/2015 → 11/2016
    Ameriprise Financial Services Inc
    Bellevue, WA
  • 12/2016 → 06/2017
    Ameriprise Financial Services, Inc.
    Bellevue, WA
  • 06/2017 → 02/2020
    Badgley Phelps Wealth Managers
    Seattle, WA
  • 02/2020 → 04/2021
    Self-Employed
    Lynnwood, WA
  • 04/2021 → 07/2021
    Guild Mortgage
    Kirkland, WA
  • 07/2021 → 11/2021
    Crosscountry Mortgage
    Bellevue, WA
  • 11/2021 → 08/2023
    Klevens Capital Management
    Bellevue, WA
  • 05/2022 → 08/2023
    Pfg Advisors, Llc
    Bellevue, WA
  • 09/2023 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Previous Registrations
  • 2022-07-06 → 2023-09-03
    Pfg Advisors
    Kirkland, WA
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-06
  • S65 Uniform Investment Adviser Law Examination
    2022-07-06
Other Names
  • Taylor Thomson Klevens

View on SEC IAPD

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LPL FINANCIAL LLC · KIRKLAND, WA
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