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Shawn Kelly

Advisor at Townsend

Updated today

Location

Westminster, CO 80234

Credentials

Series 66

Industry experience

24 years

About

Shawn Kelly is a financial advisor at Townsend with 24 years of industry experience. He holds the Series 66 designation and has worked with firms including Securities America, Inc. and Townsend Retirement Specialists. Outside of his advisory role, he is a general partner in a family lake house partnership. Townsend serves individual investors, trusts, estates, and charitable organizations, managing approximately $1.28 billion across 1,476 client relationships. The firm combines top-down macro analysis with bottom-up fundamental research to construct diversified portfolios tailored to client-specific asset allocation.

Client services

Based on Townsend

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Townsend

General retirement planning

Occupation focus

Based on Townsend

Founder/Business Owner Financial Professional

Fee options

Fixed

Fixed fee of $265 for financial profile; up to $150 annually for continuing financial planning services; up to $195 annually for 401(k) monitoring services.

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.15% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.89% $10,000,001 - $20,000,000: 0.80% $20,000,001 - $40,000,000: 0.73% $40,000,001+: 0.68%

Commissions

Commission fees earned by representatives in their separate capacity as registered representatives and insurance agents; commissions for securities and insurance products; 12b-1 fees in commission-based brokerage accounts.

Project-based

Financial consultations charged at $285 per hour (non-negotiable).

Other

Account minimum: $500,000 Minimum fee: Financial planning fixed fees of $265 for financial profile; $285 per hour for financial consultations; up to $150 annually for continuing financial planning services; up to $195 annually for 401(k) Advantage Program Fee-only: Financial planning fixed fees and hourly charges as described; asset management fees negotiable.

Location

2761 W. 120 Th Ave., Suite 200

Westminster, CO 80234

Most active in

Colorado

Work history

Private Client Services

2025 - Present (1 year)

OSAIC

2024 - 2025 (1 year)

Townsend Retirement Specialists

2008 - Present (18 years)

Securities America, inc.

2008 - 2024 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin M

CFP®, ChFC®, Series 63

Westminster, CO

ACE Wealth Partners, LLC

Kevin Mcnab is a CFP® and ChFC® with 15 years of industry experience. He has been with ACE Wealth Partners, LLC since 2010, where he serves as the sole advisor. In addition to his advisory role, he works as an independent insurance agent on a limited basis. ACE Wealth Partners provides investment advisory and planning services to individuals, trusts, foundations, charitable organizations, pensions, and retirement plans. The firm follows a long-term investment approach based on fundamental analysis and offers a range of portfolio management and financial planning services, including the use of leveraged and inverse ETFs and occasional commodity exposure.

General retirement planning Retirement income strategy
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CFP®

Denver, CO

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College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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Denver, CO

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Broomfield, CO

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Derek Wolff is a CFP® with 21 years of experience in financial advising. He has been the principal advisor at Wolff Financial Advisors, LLC since 2005. Wolff Financial Advisors, LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other business entities. The firm constructs diversified portfolios using a combination of equity and fixed income securities, mutual funds, ETFs, and employs various analytical methods and trading strategies, including the active use of options and leveraged ETFs.

General tax planning Wealth management Income planning Disability insurance
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Darren S

Series 66

Denver, CO

Aviator Wealth Group

Darren Spreeuw is a financial advisor at Aviator Wealth Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ratio Wealth Group, LLC, MML Investors Services, and Helm Investment Management. Outside of his advisory role, he serves as chairman of the board for the Colorado Student Leaders Institute. Aviator Wealth Group is an independent registered investment adviser serving individuals, institutions, and business clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a macro-environmental, top-down approach to tactical asset allocation and offers business-focused consulting including generational transitions and exit planning.

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Bruce F

Series 63, Series 65

Boulder, CO

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Bruce Fleet is the sole advisor at Fleet Capital Management, LLC, an independent firm based in Boulder, CO. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Fleet has led his firm since 2006. Fleet Capital Management, LLC is a fee-only investment adviser serving individuals, high-net-worth families, trusts, foundations, and charitable institutions. The firm focuses on discretionary portfolio management with an emphasis on downside protection and risk management, utilizing quantitative techniques grounded in Modern Portfolio Theory.

Active portfolio management Tax-loss harvesting Wealth management
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