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Taylor D. Fike
FIKE ADVISORS
Wooster, OH 44691
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CRD#: 6314325
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Professional summary
Taylor Dean Fike is a registered financial advisor currently at FIKE ADVISORS, LLC located in Wooster, Ohio.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Taylor has worked at 1 firm and has passed the Series 65 exam.
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.
Taylor D Fike, sole proprietor; Investment related; 671 Winkler Dr. , Wooster Ohio 44691; insurance; insurance agent; 07/2018; approximately 6 hours a month; 0 during securities trading; sales of life insurance and annuities.
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Dean Fike'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
August 21, 2014 - Present
FIKE ADVISORS, LLC
Office #1: 671 Winkler Drive, Wooster, OH 44691RIA
CRD#: 153568
Wooster, OH
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(8/21/2014)
Current Firm
FA
FIKE ADVISORS, LLC
FIKE ADVISORS, LLC
CRD#: 153568 / SEC#:
Ohio
Registered Investment Advisory firm - (7/19/2010 Approved)Texas
Registered Investment Advisory firm - (12/6/2016 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
671 Winkler Drive, Wooster, OH 44691
Mailing Address
Phone number
(330) 264-1100
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 702 |
| AUM (Assets Under Management) | $ 90,400,000 |
Red Flags
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Company Information
FIKE ADVISORS, LLC
CRD#: 153568Wooster, OH 44691TRUST BUT VERIFY
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