Michelle Lynn Taylor
Chief Operations Officer / Chief Compliance OfficerBalanced Wealth Group LLCCRD 2638947
About Michelle Lynn Taylor
Michelle Lynn Taylor is listed as Chief Operations Officer / Chief Compliance Officer at Balanced Wealth Group LLC in Westlake, OH. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Balanced Wealth Group LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michelle Lynn Taylor work?
Michelle Lynn Taylor is listed as Chief Operations Officer / Chief Compliance Officer at Balanced Wealth Group LLC on SEC Form ADV.
How much of Balanced Wealth Group LLC does Michelle Lynn Taylor own?
Form ADV reports a beneficial ownership band of Under 5%.
Balanced Wealth Group LLC
| Title | Chief Operations Officer / Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |