Townsend

Townsend (CRD# 113681) is a financial advisory firm headquartered in Westminster, CO. They manage $440,447,646 in 2,072 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    440
    MILLION
  • Total Number of Accounts
    2,072
    ACCOUNTS
  • Average Account Value
    $212,571
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, KS, NC, NE, NV, OK, SD, TX, UT, WA

Financial Advisors at Townsend
Showing 1 - 10 of 13 top financial advisors.
1
Tiffany A. Brown
CRD#: 4522703
2761 W 120th Avenue, Suite 200, Westminster, CO 80234
96
Wealthminder
score

Tiffany Brown (CRD# 4522703) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 14 years of experience in the finance industry. Tiffany Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Antwann J. Holmes
CRD#: 5442267
2761 W. 120th Ave., Suite 200, Westminster, CO 80234
96
Wealthminder
score

Antwann Holmes (CRD# 5442267) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 9 years of experience in the finance industry. Antwann Holmes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Peter Keilman
CRD#: 4165982
2761 W 120th Ave Ste 200, Westminster, CO 80234
96
Wealthminder
score

Peter Keilman (CRD# 4165982) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 18 years of experience in the finance industry. Peter Keilman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Deborah A. Macey
CRD#: 1369064
2761 W 120th Avenue, Suite 200, Westminster, CO 80234
96
Wealthminder
score

Deborah Macey (CRD# 1369064) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 32 years of experience in the finance industry. Deborah Macey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jeffrey Reid
CRD#: 4578987
2761 W 120th Ave. Suite 200, Westminster, CO 80234
96
Wealthminder
score

Jeffrey Reid (CRD# 4578987) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 15 years of experience in the finance industry. Jeffrey Reid has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kaitlin E. Bell
CRD#: 5858673
2761 W. 120th Ave., Suite 200, Westminster, CO 80234
93
Wealthminder
score

Kaitlin Bell (CRD# 5858673) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 7 years of experience in the finance industry.

7
Shawn R. Kelly
CRD#: 4132844
2761 W. 120th Ave., Suite 200, Westminster, CO 80234
93
Wealthminder
score

Shawn Kelly (CRD# 4132844) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 16 years of experience in the finance industry.

8
Christine M. McNutt
CRD#: 6429853
2761 W. 120th Ave. Ste 200, Westminster, CO 80234
93
Wealthminder
score

Christine McNutt (CRD# 6429853) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 3 years of experience in the finance industry. Christine McNutt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Mark E. Thomas
CRD#: 2227530
2761 W 120th Avenue, Suite 200, Westminster, CO 80234
93
Wealthminder
score

Mark Thomas (CRD# 2227530) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 25 years of experience in the finance industry.

10
Theresa L. Thomas
CRD#: 1371189
2761 W. 120th Ave., Suite 200, Westminster, CO 80234
93
Wealthminder
score

Theresa Thomas (CRD# 1371189) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 16 years of experience in the finance industry.

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