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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Townsend
Townsend is a Westminster, CO wealth and retirement planning firm serving clients since 1990. The team provides comprehensive financial planning, including retirement plan, tax, estate/legacy, insurance, and business-succession planning. Portfolios are built primarily with public funds and ETFs (alongside index and mutual funds) for diversified, long-term allocation. Custody is through Fidelity/NFS and the firm uses Orion for its platform.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFERY EDWARD TOWNSEND
Chief Executive Officer, Financial Advisor
- CRD
- #1507767
- Ownership
- 75% or more
SHAWN ROBERT KELLY
Chief Compliance Officer, President
- CRD
- #4132844
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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JONATHAN DAVID-ROCKWELL AMICK
Financial Planner
- CRD
- #5362097
Kaitlin Elizabeth Bell
Advisor
- CRD
- #5858673
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,517,910,886 | $416,208 |
| Non-Discretionary | $2,219,536 | $147,969 |
| Total | $1,520,130,422 | $415,109 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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