SK

Shawn Robert Kelly

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

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

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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

Shawn is the President of Townsend & Associates Inc, a registered investment advisory (RIA) firm. This investment-related activity takes about 10-20% of Shawn's time.

Employment History
Current Registrations
Private Client Services, LLC Broker
July 2025 - Present · 6 mos
Townsend
January 2008 - Present · 18 yrs
Previous Registrations
Osaic Wealth, INC. Broker
June 2024 - July 2025 · 1 yr 1 mo
Securities America, INC.Broker
January 2008 - June 2024 · 16 yrs 5 mos
Securities America Advisors, INC.
May 2003 - August 2007 · 4 yrs 3 mos
Securities America, INC.Broker
April 2001 - August 2007 · 6 yrs 4 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.