Taylor C. Anderson
MIDDLETON & COMPANY
VANCOUVER, WA 98660
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CRD#: 6812068
Professional summary
Taylor Colby Anderson, CFP®, who also goes by Taylor Colby Middleton, is a registered financial advisor currently at MIDDLETON & COMPANY located in Vancouver, Washington.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Taylor has worked at 1 firm and has passed the Series 65 exam.
Biography
Taylor’s passion for financial planning started when she and her husband decided to take a break from their traditional career paths in Seattle to join the Peace Corps. She served for two years in Kyrgyzstan before joining her family-owned financial planning business in Vancouver, Washington. Since then, Taylor has found that she has a passion for serving clients who are ambitious in their career paths and hobbies alike. Most importantly, hearing about her clients’ travel plans and being able to assist them in making them happen is incredibly rewarding. The best challenge that Taylor faces is helping her clients build flexibility into their financial plans. When she is able to oversee and assist her clients execute a sabbatical that they have been dreaming of, this is not only satisfying for the client but her as well. She loves to share her personal experience regarding her first sabbatical and since then, why she has not shied away from taking them year after year.
Taylor began her career in consulting and as a project manager at large companies. With this experience, she knows what it is like to make decisions on benefits, to advocate for herself in annual reviews, and to navigate corporate work environments. Taylor brings her prior experience to her sabbatical planning work by adding creativity to the more technical side of financial planning. Mindmaps, roadmaps, and her favorite…. brainstorming with Post-Its are some of her favorite techniques in sabbatical planning because they create active engagement with clients and provide fresh and insightful perspective.
Taylor would love to help you in your journey in planning for a break or transition in your current career. Vacations and doing what you love should not be an event that only happens once you retire. Contact Taylor if you would love to know the next steps to living your work and personal life to their fullest.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
ExPat and Cross Border Issues
Generation X
Investment Advice with Ongoing...
Tax Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Taylor Colby Middleton
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.
Name of Business: Clark College Continuing Education Program
Business is NOT investment-related.
Address: 1933 Fort Vancouver Way, Vancouver, WA 98663
Nature of Business: Educational
Position: Part Time Instructor
Start Date: January 2018
Approximate Number of Hours: 6/month
Number of Hours During Securities Trading Hours: None
Duties: Taylor Anderson teaches personal finance classes for the Continuing Education Program at Clark College from time to time. Taylor may receive a stipend for this service, per Washington State law.
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Colby Anderson'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®
CFP®
Start date: 2019
Experience
Current
June 16, 2017 - Present
MIDDLETON & COMPANY
Office #1: 1111 Main Street, Suite 630, Vancouver, WA 98660RIA
CRD#: 284996
VANCOUVER, WA
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".
MIDDLETON & COMPANY
MIDDLETON & CO | MIDDLETON & COMPANY
CRD#: 284996 / SEC#: 801-131399
RIA
Registered Investment Advisory firm - (10/31/2024 Approved)Oregon
Registered Investment Advisory firm - (11/14/2024 Terminated)Texas
Registered Investment Advisory firm - (11/1/2024 Terminated)Washington
Registered Investment Advisory firm - (12/10/2024 Terminated)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
Oregon(6/16/2017)
IAR
Texas(6/16/2017)
IAR
Washington(6/16/2017)
Current Firm
MIDDLETON & COMPANY
MIDDLETON & CO | MIDDLETON & COMPANY
CRD#: 284996 / SEC#: 801-131399
RIA
Registered Investment Advisory firm - (10/31/2024 Approved)Oregon
Registered Investment Advisory firm - (11/14/2024 Terminated)Texas
Registered Investment Advisory firm - (11/1/2024 Terminated)Washington
Registered Investment Advisory firm - (12/10/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1111 Main Street, Suite 630, Vancouver, WA 98660
Mailing Address
Phone number
(360) 524-3517
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 357 |
| AUM (Assets Under Management) | $ 109,991,483 |
Red Flags
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