Burnett K. Townsend, Jr

TOWNSEND WEALTH MANAGEMENT

COLUMBUS, GA 31904

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CRD#: 4651077

Professional summary

Burnett Kenneth Townsend, Jr, CFP®, who also goes by B. Kenneth Townsend, Burnett Kenneth Townsend Jr., Ken Townsend, is a registered financial advisor currently at TOWNSEND WEALTH MANAGEMENT located in Columbus, Georgia.

Burnett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Burnett has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

B. Kenneth Townsend | Burnett Kenneth Townsend Jr. | Ken Townsend

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Burnett Kenneth Townsend, Jr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

January 1, 2004 - Present

TOWNSEND WEALTH MANAGEMENT

Office #1: 6867 Mountainbrook Dr Suite 102, Columbus, GA 31904

RIA

CRD#: 126241

COLUMBUS, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TOWNSEND WEALTH MANAGEMENT

TOWNSEND FINANCIAL | TOWNSEND WEALTH MANAGEMENT | TOWNSEND PERSONAL FINANCIAL PLANNING, LLC

CRD#: 126241 / SEC#: 801-120269

RIA

Registered Investment Advisory firm - (2/4/2021 Approved)

Alabama

Registered Investment Advisory firm - (2/9/2021 Terminated)

Georgia

Registered Investment Advisory firm - (2/9/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (2/11/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (2/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/9/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(2/6/2009)

IAR

Georgia
(5/8/2008)

IAR

Louisiana
(2/25/2014)

IAR

Texas
(1/1/2004)

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

State Security Law Exam

IAR

Series 65

Date: 8/6/2001

Uniform Investment Adviser Law Examination

Current Firm

TOWNSEND WEALTH MANAGEMENT

TOWNSEND FINANCIAL | TOWNSEND WEALTH MANAGEMENT | TOWNSEND PERSONAL FINANCIAL PLANNING, LLC

CRD#: 126241 / SEC#: 801-120269

RIA

Registered Investment Advisory firm - (2/4/2021 Approved)

Alabama

Registered Investment Advisory firm - (2/9/2021 Terminated)

Georgia

Registered Investment Advisory firm - (2/9/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (2/11/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (2/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/9/2021 Terminated)

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Contact information

Main Address

6867 Mountainbrook Dr Ste 102, Columbus, GA 31904

Mailing Address

Phone number

(706) 221-8200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TWM ADV PART 2 (3/3/2025)

Regulatory assets under management

Total Number of Accounts	423
AUM (Assets Under Management)	$ 163,703,095

Red Flags

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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Burnett K. Townsend, Jr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Burnett Kenneth Townsend, Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOWNSEND WEALTH MANAGEMENT

Primary Firm SEC Registration

TOWNSEND WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/6/2001

Current Firm

TOWNSEND WEALTH MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOWNSEND WEALTH MANAGEMENT

TRUST BUT VERIFY

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