AT
CFP
AT
CFP

Amy Townsend

18 Years of Experience
West Des Moines, IA
Broker

Amy Townsend is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in West Des Moines, IA, with 18 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6400 Westown Parkway Suite 115, [Ga/Gw-Rbo], West Des Moines, IA, 50266

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors
March 2012 - Present · 14 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
Rsm Mcgladrey LLC
March 2008 - March 2012 · 4 yrs
Birchtree Financial Services LLCBroker
March 2008 - March 2012 · 4 yrs
Princor Financial Services Corporation
January 2008 - February 2008 · 1 mo
Princor Financial Services CorporationBroker
October 2007 - February 2008 · 4 mos
State Registrations28 states
ARAZCACOCTDCFLGAIAILINKSMAMEMNMONCNENHNVNYORSCSDTXUTVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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