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Isaiah Taylor Douglass

Isaiah T. Douglass

Some features on this profile are disabled
CRD#: 6495080
Isaiah Taylor Douglass

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Isaiah Taylor Douglass, CFP®, who also goes by Isaiah T Douglass, was a registered financial professional .

Isaiah is a previously registered financial professional and started their career in finance in 2015. Isaiah had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Core Areas of Focus

Cash Flow/Budgets/Credit Issues
Financial Psychology/Coaching
Fixed Fee (Subscription
Retainer
etc.)
Generation X
Insurance Related Issues
Investment Advice with Ongoing Management

Biography

Favorite Quote: "Anytime you find yourself on the side of the majority, it’s time to pause and reflect." Mark Twain Hi, I’m Isaiah Douglass a partner at Vincere Wealth Management. I graduated from Indiana University with my Undergraduate and Master’s degrees. I left a large bank run financial firm in 2018 with a mission to serve dentists and veterinarians. I merged the financial planning firm I founded with Josh in the summer of 2020. I’ve always been a team sports player growing up, and wanted the same dynamic in business. When I met Josh, I knew we could do more together than we could alone. I’m a self-proclaimed podcast junkie and have my own podcast called The Veterinarian Success Podcast. I’ve been featured in WealthManagement.com, dvm360, VetPartners, and The National Association of Personal Financial Advisors. Away from work you can find me with my wife, Emily, and son, Everett. When it comes to sports, I’m an avid supporter of the University of Florida and AS Roma.

Question & Answer

What are your service offerings?
Budgeting
Investment Planning
Health Care
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Insurance Planning
Retirement Planning
Are you a "fiduciary"?
No

Aliases

Isaiah T Douglass

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Past

August 19, 2020 - September 5, 2023

VINCERE WEALTH MANAGEMENT, LLC

RIA
CRD#: 293852
INDIANAPOLIS, IN
Past

June 15, 2018 - December 17, 2020

ID FINANCIAL PLANNING & WEALTH MANAGEMENT LLC

RIA
CRD#: 297111
INDIANAPOLIS, IN
Past

August 7, 2015 - June 5, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
INDIANAPOLIS, IN
Past

July 9, 2015 - June 5, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
INDIANAPOLIS, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/6/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/5/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/9/2015
General Securities Representative Examination

Current Firm

VINCERE WEALTH MANAGEMENT, LLC
VINCERE WEALTH MANAGEMENT, LLC
VINCERE WEALTH MANAGEMENT, LLC

CRD#: 293852 / SEC#: 801-123356

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Contact information

Main Address
3500 Depauw Blvd. Suite 10818, Indianapolis, IN 46268
Mailing Address
Phone number
(415) 579-0219
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Part 2 Brochures

2024-03-28 VINCERE WEALTH MANAGEMENT FORM ADV PART 2A (3/28/2024)

Regulatory assets under management

Total Number of Accounts731
AUM (Assets Under Management)$ 62,012,126

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.

Company Information

VINCERE WEALTH MANAGEMENT, LLC

VINCERE WEALTH MANAGEMENT, LLC

CRD#: 293852

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