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William Stephen Taylor

Creative Planning

Menomonee Falls, WI

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-07-16
  • WI RA
    APPROVED
    Since 2026-07-16

Branch Locations

Menomonee Falls, WI • United States

5454 W. 110Th Street, Overland Park, 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
Waterstone Bank Wauwatosa WI 09/2013 09/2017
Principal Life Insurance Company Wauwatosa WI 09/2017 06/2025
Principal Securities, Inc. Wauwatosa WI 10/2017 06/2025
Principal Advised Services Wauwatosa WI 10/2022 06/2025
Wells Fargo Clearing Services, Llc Waukesha WI 06/2025 07/2025
Wells Fargo Advisors Financial Network, Llc Waukesha WI 07/2025 06/2026
Creative Planning, Llc Overland Park KS 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-06
S63 Uniform Securities Agent State Law Examination 2007-11-08
  • S65 Uniform Investment Adviser Law Examination
    2008-11-06
  • S63 Uniform Securities Agent State Law Examination
    2007-11-08
Other Names
  • Bill Taylor

View on SEC IAPD

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