KB
CFP
KB
CFP

Kaitlin Elizabeth Bell

14 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

2761 W. 120th Ave., Suite 200, Westminster, CO, 80234

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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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Other Business Activities

Kaitlin works as a financial planner under the DBA Townsend & Associates, Inc., dedicating about a quarter of her time to this investment-related activity. She also serves as a Notary Public for the State of Colorado, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Private Client Services, LLCBroker
July 2025 - Present · 7 mos
Townsend
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - July 2025 · 1 yr 1 mo
Securities America, INC.Broker
March 2017 - June 2024 · 7 yrs 3 mos
Charles Schwab & CO., INC.
February 2014 - February 2017 · 3 yrs
Charles Schwab & CO., INC.Broker
February 2011 - February 2017 · 6 yrs
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.