Bryon Eugene Townsend

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 06/2010 → 05/2025
  Wr Anderson & Co, Llc
  Houston, TX
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2025 → Present
  Wr Anderson & Co
  Houston, TX
• 03/2026 → Present
  713Digital Solutions Llc
  Schaumburg, IL

Previous Registrations

• 2009-05-06 → 2011-06-16
  Next Financial Group, Inc.
  Houston, TX
  Houston, TX

Other Businesses

1. INSURANCE, W. R. ANDERSON & CO.,LLC, DBA, 2190 N. LOOP W., SUITE 103, HOUSTON, TX 77018; 2. NAME OF OTHER BUSINESS: WR ANDERSON & CO, INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: OFFICE SUBLET; START DATE: 05/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: LANDLORD - PROVIDE OFFICE SPACE; 3. NAME OF OTHER BUSINESS: BYRON TOWNSEND, CFP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: AUTHOR-FINANCIAL LITERACY; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: AUTHOR; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: AUTHOR OF FINANCIAL LITERACY AND EDUCATIONAL BOOKS; 4.NAME OF OTHER BUSINESS: 713DIGITAL SOLUTIONS LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SOFTWARE/APP DEVELOPMENT START DATE: 04/01/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ORGANIZE THE ON-GOING BUSINESS PLAN AND DISTRIBUTION OF THE COMPANY'S CREATIVE SOLUTIONS

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-09-29

Designations

• Certified Financial Planner

Other Names

• Bryon Eugene Townsend
• Byron Eugene Townsend