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Scott Conway

Investment adviser representative at Townsend
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. Private Client Services, LLCAug 2026 to now
  2. TownsendAug 2026 to now
  3. UnemployedMar 2026 to Aug 2026
  4. Pj Robb/crump Life Insurance ServicesOct 2025 to Feb 2026
  5. Farmers InsuranceMay 2014 to Aug 2025

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1989
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 1 state (CO).

Townsend

Legal name: Townsend & Associates, Inc.

$1.5BAssets managed
1,514Clients
18Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1984087
Firm CRD
113681
Advisor's SEC record (opens in a new tab)
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