Steven Kent Carlisle
Investment adviser representative at Townsend
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Private Client ServicesJul 2025 to now
- TownsendSep 2016 to now
- Townsend & Associates, IncSep 2016 to now
- Osaic Wealth, Inc.Jun 2024 to Jul 2025
- Securities America IncSep 2016 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 6403757
- Firm CRD
- 113681