Steven Carlisle, financial advisor Westminster CO

Steven Carlisle

CRD Number: 6403757
Current Firm: Townsend

Steven Carlisle (CRD# 6403757) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Inc. Westminster, CO Sep 2016 - Current 3
Townsend & Associates, Inc. Westminster, CO Sep 2016 - Current 3
Tcm Securities, Inc. Woodstock, GA Apr 2016 - Aug 2016 < 1
Patrick Lynch Financial Westminster, CO Apr 2016 - Aug 2016 < 1
Northwestern Mutual Investment Services LLC Boulder, CO Oct 2014 - Apr 2016 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2014 - Apr 2016 1
Unemployed Arvada, CO Jul 2014 - Oct 2014 < 1
Sandoz Broomfield, CO Sep 2003 - Jul 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Steven K. Carlisle
Phone Number: 303-452-5986
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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