Robert
Pencil
Hornor, Townsend & Kent, LLC
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About this Advisor
Robert Pencil is a certified financial planner operating out of Oshkosh, Wisconsin with a total of 3 years of industry experience. Pencil is an advisor for Hornor, Townsend & Kent, LLC. Throughout their career, Pencil has worked at Community First Credit Union, Cuna Brokerage Services, Inc, Cuso Financial Services, Lp, Conceptual Financial Advisors LLC, Fortune Financial Services, Inc, Modern Woodmen Of America, Mwa Financial Services Inc, American United Life, Oneamerica Securities, Penn Mutual Life Insurance Company and Hornor Townsend & Kent LLC. Pencil maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Wisconsin. Hornor, Townsend & Kent, LLC is a registered investment company operating out of Horsham, PA. The firm has offices in 172 locations and a total of 471 people on staff. It manages $7 billion in assets among its 27,773 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 21 charitable organizations. Of its 27,773 client accounts, just 14% are held by high-net-worth clients who have at least $1 million in assets available to invest. Hornor, Townsend & Kent, LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services largely are based on which services the firm provides the client. Fees charged by Hornor, Townsend & Kent, LLC can include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hornor, Townsend & Kent, LLC Brokerage Details
$7,114,905,281
471
27,773
$256,181
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
Robert Pencil Work History
Robert has been registered as a financial advisor for 3 years.*
Penn Mutual Life Insurance Company
Hornor Townsend & Kent LLC
American United Life
Oneamerica Securities
Modern Woodmen Of America
Mwa Financial Services Inc
Fortune Financial Services, Inc
Conceptual Financial Advisors LLC
Cuso Financial Services, Lp
Cuna Brokerage Services, Inc
Community First Credit Union
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Pencil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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New York, NY
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The content in this profile was updated by SmartAsset on 4/16/2023. 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.
