Tyler Townsend has been Chief Compliance Officer / Managing Partner of Townsend Personal Financial Planning since January 2008, is a control person of the firm and directly owns 75% or more of it. Tyler Townsend holds a Degree in Industrial Engineering from Georgia Tech.
Townsend Personal Financial Planning, LLC is a Columbus, GA firm with $194M under management, 179 clients and 2 advisers in one office, as of its February 2026 filing.
Tyler Townsend is Managing Partner of Townsend Wealth Management. Before joining the firm in 2007, he worked as a senior manager in professional services, advising organizations around the world. He serves on the board of trustees of the National Infantry Museum Foundation and the Community Foundation of the Chattahoochee Valley, and is a Past President of the Rotary Club of Columbus.
- Townsend Wealth ManagementCurrent– present · 18 yearsColumbus, GA · Adviser representative · Firm CRD 126241
Professional designations
Listed by Townsend Personal Financial Planning
- Certified Financial Planner (CFP®)
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Tyler Townsend is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from April 2008; the most recent is Louisiana, in February 2014.
- AlabamaSince 6 February 2009
- GeorgiaSince 22 July 2008
- LouisianaSince 25 February 2014
- TexasResidentSince 1 April 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 April 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tyler Ashley Townsend
- CRD
- 5475721
- Firm
- Townsend Personal Financial Planning · CRD 126241
- Role
- Chief Compliance Officer / Managing Partner
- Office
- 6867 MOUNTAINBROOK DR, STE 102, Columbus, GA 31904
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- townsendwm.com
Where does Tyler Townsend work?
Tyler Townsend has been Chief Compliance Officer / Managing Partner of Townsend Personal Financial Planning, LLC since January 2008, and is a control person of the firm.
Is Tyler Townsend a financial advisor?
Yes. Tyler Townsend has a current investment-adviser registration in Alabama, Georgia, Louisiana and Texas, through Townsend Personal Financial Planning since April 2008.
How many years of experience does Tyler Townsend have?
Tyler Townsend has 18 years in the financial industry, since March 2008, across 1 adviser firm.
What exams has Tyler Townsend passed?
Tyler Townsend passed the Series 65 in April 2008.
Where is Tyler Townsend based?
Tyler Townsend’s registered office is in Columbus, GA.
Is Tyler Townsend registered with FINRA?
No. Tyler Townsend has no current broker registration.
Is Tyler Townsend a CFP?
Townsend Personal Financial Planning lists Tyler Townsend with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Is Tyler Townsend a CFA charterholder?
Townsend Personal Financial Planning lists Tyler Townsend with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Tyler Townsend’s record?
Search CRD 5475721 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyler Townsend’s full registration record.