Inactive

Isaac Carroll Towne

Team Financial Strategies

Claim This Profile

Current Employers

Team Financial Strategies

425 Cypress St., Abilene, TX 79601 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-16

TX RA
APPROVED

Since 2025-01-16

Branch Locations

3211 Fall Creek Hwy, Granbury, TX 76049 • United States

425 Cypress St., Abilene, TX 79601 • 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
Composite Cooling	Fort Worth	TX	06/2014	05/2018
Morsco Hvac Supply	Fort Worth	TX	05/2018	03/2019
Fwisd	Fort Worth	TX	03/2019	10/2021
Granbury Isd	Granbury	TX	10/2021	08/2022
Team Financial Strategies	Granbury	TX	08/2022	Present

06/2014 → 05/2018

Composite Cooling

Fort Worth, TX
05/2018 → 03/2019

Morsco Hvac Supply

Fort Worth, TX
03/2019 → 10/2021

Fwisd

Fort Worth, TX
10/2021 → 08/2022

Granbury Isd

Granbury, TX
08/2022 → Present

Team Financial Strategies

Granbury, TX

Designations

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

MICHELS FAMILY FINANCIAL, LLC

SIGNAL SECURITIES, INC.

BERRY WEALTH GROUP

J.P. MORGAN SECURITIES LLC

Other Investors

GRADY JOHN LEWIS

MICHAEL WAYNE MCGOWAN

Christopher Prater

JENNIFER JEAN SHANNON

Tanisha D Wilson

Ryan Tye McDonald

Audrey Collins Dake

Glenda E Williams

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Granbury, TX

EDWARD JONES · GRANBURY, TX

EDWARD JONES · GRANBURY, TX

STATE FARM INVESTMENT MANAGEMENT CORP. · Granbury, TX

EDWARD JONES · GRANBURY, TX

MICHELS FAMILY FINANCIAL, LLC · Granbury, TX

EDWARD JONES · GRANBURY, TX

SIGNAL SECURITIES, INC. · GRANBURY, TX

More in Granbury, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor