Carlos Ortega

Employer firm

Towneley Capital Management, Inc. CRD 169863

$1.09B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• BUSINESS CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → 05/2019
  Securian Financial Services Inc
  St Paul, MN
• 05/2019 → 02/2020
  Securian Financial Services Inc
  St Paul, MN
• 05/2019 → 02/2020
  Tax & Financial Group
  Newport Beach, CA
• 09/2016 → 01/2017
  Uci Hospitality And Dinng - Subway
  Irvine, CA
• 02/2017 → 01/2018
  Aramark
  Irvine, CA
• 01/2018 → 10/2018
  Aramark
  Irvine, CA
• 12/2018 → 03/2019
  True Vision Enterprise
  Orange, CA
• 05/2019 → 02/2020
  Minnesota Life Insurance Company
  St Paul, MN
• 02/2020 → 07/2023
  Securian Financial Services Inc
  St Paul, MN
• 02/2020 → 07/2023
  Tax & Financial Group
  Newport Beach, CA
• 07/2023 → Present
  Towneley Capital Management, Inc.
  Laguna Hills, CA

Previous Registrations

• 2020-07-16 → 2023-07-11
  Securian Financial Services, Inc.
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-07-02

Designations

• Certified Financial Planner