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TEMPLETON FINANCIAL SERVICES INC.

CHANDLER, AZ · CRD 128240 · IAPD ↗ · tfsformunis.com · 480.883.1073

$441.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TEMPLETON FINANCIAL SERVICES INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — TEMPLETON FINANCIAL SERVICES INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.