Kofi
Thompson

Hornor, Townsend & Kent, LLC

CRD#7180543
Investment Advisor
in Richmond, VA

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About this Advisor

Kofi Thompson is a financial advisor based in Richmond, Virginia, working with Hornor, Townsend & Kent, LLC. Kofi has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Vcu Health, Cvs Pharmacy, Dicks Sporting Goods, Contes Bike Shop, J Sargeant Reynold, Northwestern Mutual Wealth Management Company, Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Kofi has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Virginia. Currently, Kofi is part of Hornor, Townsend & Kent, LLC, which operates out of Richmond, Virginia. The firm has 160 offices and 456 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Hornor, Townsend & Kent, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Richmond, VA

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

VA Average: $15,833,994,310
Total Number of Employees

456

VA Average: 41
Total Number of Accounts

30,467

VA Average: 3,342
Average Account Size

$225,288

VA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kofi Thompson Work History

2023 - Present (2 years)

Hornor, Townsend & Kent, LLC

2023 - Present (2 years)

Penn Mutual Life Insurance Company

2020 - 2023 (3 years)

Northwestern Mutual Investment Services LLC

2020 - 2023 (3 years)

Northwestern Mutual Wealth Management Company

2019 - 2023 (4 years)

Northwestern Mutual Life Insurance Company

2017 - 2019 (2 years)

Vcu Health

2016 - 2016 (< 1 year)

Cvs Pharmacy

2016 - 2019 (3 years)

J Sargeant Reynold

2015 - 2015 (< 1 year)

Dicks Sporting Goods

2014 - 2014 (< 1 year)

Contes Bike Shop

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kofi Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hornor, Townsend & Kent, LLC

Michael Clayton
Akron, OH
John Crowley
South Jordan, UT
Jeremiah Kennedy
Horsham, PA
Stephan Davis
Nashville, TN
Jeffrey Zavila
Horsham, PA
Eric Rhoads
Horsham, PA
Jason Delcollo
Wilmington, DE
Kofi Thompson
Richmond, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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