Michael Patrick Townsend
Professional Summary
Michael Patrick Townsend, who also goes by Michael P Townsend, Mike Townsend, is a registered financial advisor currently at MP TOWNSEND FINANCIAL located in Portland, Oregon. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael P Townsend, Mike Townsend
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
MP TOWNSEND FINANCIAL | MP TOWNSEND INC. DBA MP TOWNSEND FINANCIAL | MP TOWNSEND INC.
Contact Information
Main Address
11010 Se Division Street Suite 100, Portland, OR 97266Phone Number
(503) 327-8026# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
46AUM (Assets Under Management)
$5,396,930Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(8/27/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1996About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Townsend's CRS (Customer Relationship Summary).
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