Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
22 years
Location
Preston, ID 83263
Hornor, Townsend & Kent, LLC
Enterprise
Chad Cole is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Cole is also active in his community as a member of the Preston Rotary Club, where he helps manage projects and operations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of discretionary and non-discretionary investment solutions supported by third-party asset manager relationships.
Based on Hornor, Townsend & Kent, LLC
Negotiated flat fees for Retirement Plan Consulting Services (RPCS) and financial planning/consulting engagements.
Commissions received for securities transactions and insurance product sales; no offsets to advisory fees.
Up to $500 per hour for Retirement Plan Consulting Services (RPCS); other hourly fees may be negotiated for financial planning and consulting.
Fee-only: Fees are negotiable and may include hourly fees, fixed fees, or a percentage of assets under management, varying by service and complexity.
Preston, ID
713 S 4th E St 200
Preston ID 83263
Advisors at this office
1
Idaho
22 years of industry experience
Hornor, Townsend & Kent, Inc
2013 - Present • 13 years
Horsham, PA
Penn Mutual Life Insurance COmpany
2013 - Present • 13 years
Horsham, PA
West Motor Co
1996 - Present • 30 years
Preston, ID
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Richmond, UT
Ascentis Independent Advisors, LLC
Allen Livingston is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Golden State Equity Partners, Allred Jackson Financial Planning, AllState Insurance Company, Wells Fargo Clearing, and Prudential Equity Group. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm offers tailored investment advice using a combination of discretionary management, third-party managers, and platform solutions, along with a Private Direct Investments program for allocating clients into illiquid private funds.
CFP®, Series 63, Series 65
Richmond, UT
Mass Mutual Investors Services
Brady Murray is a CFP® professional with 20 years of industry experience, currently affiliated with MassMutual Investors Services since 2013. He serves as a national advisory board member for the Huntsman School of Business and is the founder of a nonprofit focused on supporting individuals with Down syndrome. Additionally, he is involved in multiple business ventures including disability consulting and content creation for families with disabled loved ones. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools to guide clients toward investment strategies without discretionary authority.
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