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Burnett Kenneth Townsend, Jr

Townsend Wealth Management

Columbus, GA

CRD 4651077

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Employer firm

Townsend Wealth Management CRD 126241

$194M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Townsend Wealth Management

6867 Mountainbrook Dr Ste 102, Columbus, GA 31904 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2014-02-25
AL RA APPROVED 2009-02-06
GA RA APPROVED 2008-05-08
TX RA APPROVED 2004-01-01
  • LA RA
    APPROVED
    Since 2014-02-25
  • AL RA
    APPROVED
    Since 2009-02-06
  • GA RA
    APPROVED
    Since 2008-05-08
  • TX RA
    APPROVED
    Since 2004-01-01

Branch Locations

6867 Mountainbrook Dr Suite 102, Columbus, GA 31904 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Townsend Personal Financial Planning, Llc Columbus GA 08/2001 Present
  • 08/2001 → Present
    Townsend Personal Financial Planning, Llc
    Columbus, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-06
  • S65 Uniform Investment Adviser Law Examination
    2001-08-06
Designations
  • Certified Financial Planner
Other Names
  • B. Kenneth Townsend
  • Burnett Kenneth Townsend
  • Ken Townsend

View on SEC IAPD

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