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Marrisa Michelle Taylor

Advisor at LPL Financial — Rushville, IN N. Main Street

Updated today

Credentials

Series 63, Series 65

Experience

9 years

Location

Rushville, IN 46173

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Marrisa Taylor is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Flagstar Bank, Infinex Investments, Inc., and Wells Fargo. Outside of her advisory work, she operates a hobby farm where she raises and sells rabbits, goats, poultry, and eggs, and serves as president of the Breakfast Optimist Club of Rushville. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Rushville, IN N. Main Street

1541 N. Main Street

Rushville IN 46173

Advisors at this office

1

Most active in

Indiana

Work history

9 years of industry experience

LPL Financial

2024 - Present • 2 years

Rushville, IN

Flagstar Bank

2018 - Present • 8 years

Rushville, IN

Infinex Investments, Inc.

2018 - 2024 • 6 years

Meriden, CT

Wells Fargo Clearing

2017 - 2018 • 1 year

Rushville, IN

Wells Fargo Bank, nA

2009 - 2018 • 9 years

Rushville, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cameron B

Series 65

Carthage, IN

Creativeone Wealth, LLC

Cameron Brummett is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at Greenline Financial Services and Eco Engineering Inc. Outside of his advisory role, he is the Administrative Director at Forever Debt Free, a life insurance business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisors. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing a range of investment strategies including ETFs, mutual funds, and options.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
user avatar

Gregory S

Series 66

Rushville, IN

Edward Jones

Gregory Stinson is a Series 66 licensed financial advisor with 11 years of industry experience. He has been with Edward Jones in Rushville, IN since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and managed strategies, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kendall M

Series 66

Rushville, IN

Edward Jones

Kendall Manlief is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Kendall worked at the Moosmann Training Center and Debrooke Equine Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Jacob H

Series 63, Series 65

Knightstown, IN

Cetera

Jacob Hart is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at multiple firms including Avantax Insurance Agency LLC and Winters CPA Group LLC. Hart also serves as Vice President of the Lions Club of Carthage, a local organization that raises funds for community projects. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Devon N

Series 66

Rushville, IN

Edward Jones

Devon Niehoff is a Series 66 licensed financial advisor with Edward Jones in Rushville, Indiana. He has eight years of industry experience, including roles at Rush County Feed, Rush County Schools, and Fraley & Schilling Inc before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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John B

Series 66

Waldron, IN

LPL Financial

John Barker is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, Capitol Securities Management, Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a broad network of advisors using various portfolio strategies and proprietary tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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