Townsend

Townsend (CRD# 113681) is a financial advisory firm headquartered in Westminster, CO. They manage $554,502,607 in 2,409 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    555
    MILLION
  • Total Number of Accounts
    2,409
    ACCOUNTS
  • Average Account Value
    $230,180
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, MT, NC, NE, NM, NV, OK, SD, TX, UT, WA

Financial Advisors at Townsend
Showing 1 - 10 of 13 top financial advisors.
1
Kaitlin E. Bell
CRD#: 5858673
Westminster, CO 80234

Kaitlin Bell (CRD# 5858673) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 9 years of experience in the finance industry.

2
Tiffany A. Brown
CRD#: 4522703
Westminster, CO 80234

Tiffany Brown (CRD# 4522703) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 16 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.

3
Steven K. Carlisle
CRD#: 6403757
Westminster, CO 80234

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.

4
Derek S. Cheshire
CRD#: 6172689
Westminster, CO 80234

Derek Cheshire (CRD# 6172689) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 6 years of experience in the finance industry. Derek Cheshire 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
Andrew W. Hanna
CRD#: 6385308
Westminster, CO 80234

Andrew Hanna (CRD# 6385308) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 5 years of experience in the finance industry.

6
Richard C. Harrison
CRD#: 5688713
Westminster, CO 80234

Richard Harrison (CRD# 5688713) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 10 years of experience in the finance industry. Richard Harrison 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.

7
Antwann J. Holmes
CRD#: 5442267
Westminster, CO 80234

Antwann Holmes (CRD# 5442267) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 11 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.

8
Shawn R. Kelly
CRD#: 4132844
Westminster, CO 80234

Shawn Kelly (CRD# 4132844) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 18 years of experience in the finance industry.

9
Jeffrey Reid
CRD#: 4578987
Westminster, CO 80234

Jeffrey Reid (CRD# 4578987) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 16 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.

10
Mark E. Thomas
CRD#: 2227530
Westminster, CO 80234

Mark Thomas (CRD# 2227530) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 27 years of experience in the finance industry.

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