Burnett Kenneth Townsend, jr
Investment adviser representative at Townsend Wealth Management
25 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$194MFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Townsend Wealth ManagementJan 2004 to now
- Townsend Personal Financial Planning, LLCAug 2001 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 4 states (AL, GA, LA, TX).
Townsend Wealth Management
Legal name: Townsend Personal Financial Planning, LLC
$194MAssets managed
179Clients
2Advisers
5 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
- 4651077
- Firm CRD
- 126241