Inactive

Tyler Ashley Townsend

Townsend Wealth Management

CRD 5475721

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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

Authority	Category	Status	Date
LA	RA	APPROVED	2014-02-25
AL	RA	APPROVED	2009-02-06
GA	RA	APPROVED	2008-07-22
TX	RA	APPROVED_RES	2008-04-01

LA RA
APPROVED

Since 2014-02-25
AL RA
APPROVED

Since 2009-02-06
GA RA
APPROVED

Since 2008-07-22
TX RA
APPROVED_RES

Since 2008-04-01

Branch Locations

6867 Mountainbrook Dr Ste 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

Organization	City	State	From	To
Townsend Wealth Management	Columbus	GA	04/2007	Present

04/2007 → Present

Townsend Wealth Management

Columbus, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-04-29

S65 Uniform Investment Adviser Law Examination

2008-04-29

Designations

Certified Financial Planner
Chartered Financial Analyst

View on SEC IAPD

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