Tyler A. Townsend
TOWNSEND WEALTH MANAGEMENT
Columbus, GA 31904
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CRD#: 5475721
Professional summary
Tyler Ashley Townsend, CFP® is a registered financial advisor currently at TOWNSEND WEALTH MANAGEMENT located in Columbus, Georgia.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Tyler has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Divorce Planning
Retirement Planning
Estate Planning
Inheritance
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Ashley Townsend's 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®
Start date: 2008
Experience
Current
April 1, 2008 - Present
TOWNSEND WEALTH MANAGEMENT
Office #1: 6867 Mountainbrook Dr Ste 102, Columbus, GA 31904RIA
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".
TW
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)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(7/22/2008)
IAR
Louisiana(2/25/2014)
IAR
Texas(4/1/2008)
Current Firm
TW
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)Upgrade to AdvisorCheck Premium
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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
3
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 423 |
| AUM (Assets Under Management) | $ 163,703,095 |
Red Flags
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Company Information
TOWNSEND WEALTH MANAGEMENT
CRD#: 126241Columbus, GA 31904TRUST BUT VERIFY
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