Best Investors Account Sign in

Kaitlin Elizabeth Bell

Townsend

Westminster, CO

Claim This Profile
Current Employers
Townsend

2761 W. 120Th Ave., Suite 200, Westminster, CO 80234 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2017-03-15
  • CO RA
    APPROVED
    Since 2017-03-15

Branch Locations

2761 W. 120Th Ave., Suite 200, Westminster, CO 80234 • 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
Charles Schwab & Co., Inc Lone Tree CO 10/2010 02/2017
Securities America, Inc. Westminster CO 03/2017 06/2024
Townsend Retirement Specialists Westminster CO 02/2017 Present
Osaic Wealth, Inc. Westminster CO 06/2024 07/2025
Private Client Services Westminster CO 07/2025 Present
  • 10/2010 → 02/2017
    Charles Schwab & Co., Inc
    Lone Tree, CO
  • 03/2017 → 06/2024
    Securities America, Inc.
    Westminster, CO
  • 02/2017 → Present
    Townsend Retirement Specialists
    Westminster, CO
  • 06/2024 → 07/2025
    Osaic Wealth, Inc.
    Westminster, CO
  • 07/2025 → Present
    Private Client Services
    Westminster, CO
Previous Registrations
Other Businesses

1) Townsend Retirement Estate and Planning. 2761 W 120th Ave, Suite 200, Westminster, CO 80234. RIA. 160 hrs/mo; 130 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-24
S63 Uniform Securities Agent State Law Examination 2011-02-18
  • S66 Uniform Combined State Law Examination
    2014-02-24
  • S63 Uniform Securities Agent State Law Examination
    2011-02-18
Designations
Other Names
  • Kaitlin Elizabeth Johnson
  • Kaitlin E Johnson

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ASCENSUS INVESTMENT ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
EDWARD JONES
WEALTH WATCH ADVISORS, INC
WORTH ADVISORS
EDELMAN FINANCIAL ENGINES

Other Investors

DANIEL GEORGE MEDINA
Jodie McKenzie
AMIT SHRESTHA
JENNIFER WEEKS ARMSTRONG
JEANZEN MURIEL MERCADO
Stephen Carrera
RYAN JAMES PETRY
Ryan Michael Cox

Other Offices

J.P. MORGAN SECURITIES LLC · WESTMINSTER, CO
WELLS FARGO CLEARING SERVICES, LLC · WESTMINSTER, CO
ASCENSUS INVESTMENT ADVISORS, LLC · BROOMFIELD, CO
KEY INVESTMENT SERVICES LLC · Westminster, CO
EDWARD JONES · WESTMINSTER, CO
WEALTH WATCH ADVISORS, INC · WESTMINSTER, CO
WORTH ADVISORS · Westminster, CO
EDELMAN FINANCIAL ENGINES · WESTMINSTER, CO

More in Westminster, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor