ST
Scott C. Taylor
TECKMEYER FINANCIAL SERVICES, L.L.C.
Omaha, NE 68137
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CRD#: 1048266
ST
Professional summary
Scott Charles Taylor is a registered financial advisor currently at TECKMEYER FINANCIAL SERVICES, L.L.C. located in Omaha, Nebraska.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Scott has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I AM A LICENSED INSURANCE AGENT WITH SEVERAL DIFFERENT COMPANIES. THOSE DUTIES ARE INSURANCE RELATED AND DO NOT RUN THROUGH TECKMEYER FINANCIAL. FINALLY, I AM A MINORITY OWNER IN ANDRIA LLC WHICH HAS AN INVESTMENT IN A SMALL INTERNET COMPANY. IT IS A PASSIVE INVESTMENT, I HAVE NO TITLE OR DUTIES, AND MY STAKE IS WORTH LESS THAN 1%.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Charles Taylor's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Scott Charles Taylor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 19, 2007 - Present
TECKMEYER FINANCIAL SERVICES, L.L.C.
Office #1: 11104 John Galt Blvd., Omaha, NE 68137Office #2: 11104 John Galt Blvd., Omaha, NE 68137-2307RIA
BD
CRD#: 39000
Omaha, NE
Current
April 19, 2000 - Present
TECKMEYER FINANCIAL SERVICES, L.L.C.
Office #1: 11104 John Galt Blvd., Omaha, NE 68137Office #2: 11104 John Galt Blvd., Omaha, NE 68137-2307RIA
BD
CRD#: 39000
Omaha, NE
Past
November 25, 1997 - May 19, 2000
GWR INVESTMENTS, INC.
BD
CRD#: 25312
OMAHA, NE
Past
June 21, 1982 - November 25, 1997
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/23/2019)
RR
Arizona(1/6/2023)
RR
Colorado(4/19/2000)
RR
Florida(8/28/2017)
RR
Iowa(4/19/2000)
RR
Kansas(4/5/2017)
RR
Minnesota(7/5/2000)
RR
Missouri(8/25/2017)
RR
Nebraska(4/19/2000)
IAR
Nebraska(9/19/2007)
RR
Oregon(1/31/2006)
RR
South Dakota(3/5/2010)
RR
Texas(4/19/2000)
RR
Wisconsin(5/31/2000)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TF
TECKMEYER FINANCIAL SERVICES, L.L.C.
TECKMEYER FINANCIAL SERVICES, L.L.C.
CRD#: 39000 / SEC#: , 8-48501
Iowa
Registered Investment Advisory firm - SEC (5/12/2010 Approved)Kansas
Registered Investment Advisory firm - SEC (11/17/2025 Terminated)Nebraska
Registered Investment Advisory firm - SEC (10/25/2006 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
11104 John Galt Blvd., Omaha, NE 68137
Mailing Address
11104 John Galt Blvd., Omaha, NE 68137-2307
Phone number
(402) 331-8600
Established
Nebraska since 05/01/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
7
FINRA licenses (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 37 |
| AUM (Assets Under Management) | $ 44,057,525 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TECKMEYER FINANCIAL SERVICES, L.L.C.
CRD#: 39000Omaha, NE 68137TRUST BUT VERIFY
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