Financial ADVSR advisor directory · SEC adviser records
Townsend financial advisors in Westminster, CO
Every SEC-registered investment adviser representative at a Townsend office in Westminster, A to Z.
18 registered advisors work at Townsend in Westminster, out of 18 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 16 are also registered broker representatives.
Townsend advisors in Westminster, A to Z
Every Townsend advisor →- Jonathan D. AmickCertified Financial Planner · Also a broker rep
- Kaitlin E. BellCertified Financial Planner · Also a broker rep
- Mark J. BosleyAlso a broker rep
- Tiffany A. BrownCertified Financial Planner · Also a broker rep
- Robin A. CarlinInvestment adviser rep
- Steven K. CarlisleCertified Financial Planner · Also a broker rep
- Scott ConwayCertified Financial Planner · Also a broker rep
- David J. FrancisAlso a broker rep
- John R. GoltermannChartered Financial Analyst · Also a broker rep
- Greg E. GrahamCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Andrew W. HannaAlso a broker rep
- Richard C. HarrisonCertified Financial Planner · Also a broker rep
- Drew M. HayworthChartered Financial Analyst · Also a broker rep
- Tyler HentgesInvestment adviser rep
- Shawn R. KellyAlso a broker rep
- Mark E. ThomasAlso a broker rep
- Theresa L. ThomasAlso a broker rep
- Jeffery E. TownsendAlso a broker rep
Townsend advisors in every city and state →Townsend: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Westminster
All Westminster advisors →Edward Jones 13Mountain Capital Investment Advisors Inc. 11Cetera Investment Advisers LLC 10State Farm Investment Management Corp. 6Edelman Financial Engines 5Strategic Advisers LLC 5Integrated Wealth Concepts LLC 4J.P. Morgan Securities LLC 4Osaic Institutions, Inc. 3Sunbelt Securities, Inc. 3U.S. Bancorp Advisors, LLC 3
Questions
How many financial advisors does Townsend have in Westminster?
18 investment adviser representatives are registered at Townsend offices in Westminster, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 18 nationwide. 0 list the CFP designation and 16 are also registered as broker representatives.
Is Townsend one of the largest advisor employers in Westminster?
Townsend ranks number 1 in Westminster by registered advisors, ahead of Edward Jones (13).
How do I check a Townsend advisor in Westminster?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Townsend office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.