Kaitlin Elizabeth Bell
Investment adviser representative at Townsend
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
Are you Kaitlin Elizabeth Bell? Claim your profile
Contact this firm
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
16 years in the industry.
- Private Client ServicesJul 2025 to now
- TownsendMar 2017 to now
- Townsend Retirement SpecialistsFeb 2017 to now
- Osaic Wealth, Inc.Jun 2024 to Jul 2025
- Securities America, Inc.Mar 2017 to Jun 2024
- Charles Schwab & Co., IncOct 2010 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2014
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
- 5858673
- Firm CRD
- 113681