Michelle L. Taylor

BALANCED WEALTH GROUP LLC

Westlake, OH 44145

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CRD#: 2638947

Professional summary

Michelle Lynn Taylor, who also goes by Michelle Lynn James, Michelle Lynn Taylor, is a registered financial advisor currently at BALANCED WEALTH GROUP LLC located in Westlake, Ohio.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michelle has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Lynn James | Michelle Lynn Taylor

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lynn Taylor's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 2, 2023 - Present

BALANCED WEALTH GROUP LLC

Office #1: 1991 Crocker Road Suite 300, Westlake, OH 44145

RIA

CRD#: 328007

Westlake, OH

Past

February 23, 2023 - November 8, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WESTLAKE, OH

Past

March 10, 2021 - December 15, 2022

MML INVESTORS SERVICES, LLC

CRD#: 10409

CLEVELAND, OH

Past

February 4, 2021 - December 15, 2022

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CLEVELAND, OH

Past

June 19, 2019 - January 12, 2021

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Cleveland, OH

Past

November 5, 2014 - July 19, 2017

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

LYNDHURST, OH

Past

August 15, 2014 - July 19, 2017

CHARLES SCHWAB & CO., INC.

CRD#: 5393

LYNDHURST, OH

Past

June 24, 2008 - July 16, 2014

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WOODMERE VILLAGE, OH

Past

September 4, 2007 - July 15, 2014

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WOODMERE VILLAGE, OH

Past

March 21, 2007 - August 13, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

CLEVELAND, OH

Past

January 14, 2003 - March 23, 2007

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MARLBOROUGH, MA

Past

March 14, 2001 - March 23, 2007

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SALT LAKE CITY, UT

Past

September 6, 1995 - March 15, 2001

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BALANCED WEALTH GROUP LLC

CRD#: 328007 / SEC#: 801-128997

RIA

Registered Investment Advisory firm - (11/2/2023 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(11/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/21/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/19/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/5/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/10/2008

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 11/8/2007

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 10/31/2003

General Securities Principal Examination

Current Firm

BALANCED WEALTH GROUP LLC

CRD#: 328007 / SEC#: 801-128997

RIA

Registered Investment Advisory firm - (11/2/2023 Approved)

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Contact information

Main Address

1991 Crocker Road Suite 300, Westlake, OH 44145

Mailing Address

Phone number

(440) 871-6501

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BALANCED WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (4/15/2025)

Regulatory assets under management

Total Number of Accounts	1,552
AUM (Assets Under Management)	$ 419,910,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michelle L. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lynn Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

HIGHTOWER ADVISORS, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

EQUITABLE ADVISORS, LLC

STRATEGIC ADVISERS LLC

FIDELITY DISTRIBUTORS COMPANY LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

BALANCED WEALTH GROUP LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/21/1995

SIE

Date: 7/19/2017

Series 7

Date: 9/5/1995

Series 9

Date: 1/10/2008

Series 10

Date: 11/8/2007

Series 24

Date: 10/31/2003

Current Firm

BALANCED WEALTH GROUP LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BALANCED WEALTH GROUP LLC

TRUST BUT VERIFY

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