Keith Townsend

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  The Woodlands, TX
• 11/2016 → 01/2025
  Wells Fargo Clearing Services, Llc
  The Woodlands, TX
• 01/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Shenandoah, TX

Previous Registrations

• 2008-01-01 → 2025-01-24
  Wells Fargo Clearing Services, Llc
  The Woodlands, TX
  Port Lavaca, TX
• 2002-11-15 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  The Woodlands, TX
  The Woodlands, TX
  St. Louis, MO

Other Businesses

HARMONY WEALTH MANAGEMENT GROUP LLC; INV RELATED; PORT LAVACA, TX; 50% OWNERSHIP; START 04/02/2024; 40 HOURS PE RMONTH; 40 HOURS DURING TRADING; FINET PRACTICE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-21

Other Names

• Keith C Townsend
• Keith Chrystopher Townsend