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Melody Jo Townsend

TOWNSEND FINANCIAL PLANNING, LLC·MT. STERLING, Kentucky
Clean recordTOWNSEND FINANCIAL PLANNING, LLC
36 EAST MAIN STREET, MT. STERLING, KY 40353CRD# 5204108Firm CRD# 141571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melody Jo Townsend · MT. STERLING, KY
Registration
CRD #5204108 · TOWNSEND FINANCIAL PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Melody Jo Townsend is a registered financial advisor based in MT. STERLING, Kentucky, affiliated with TOWNSEND FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
TOWNSEND FINANCIAL PLANNING, LLC
TOWNSEND FINANCIAL PLANNING
AUM
$116M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at TOWNSEND FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % OF ASSET UNDER ANOTHER TRUST COMPANY'S MANAGEMENT
Regulatory
SEC/IARD CRD# 5204108
Firm CRD# 141571
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melody Jo Townsend offer?
Melody Jo Townsend specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MT. STERLING, Kentucky for a consultation.
What are Melody Jo Townsend's credentials?
Melody Jo Townsend is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melody Jo Townsend located?
Melody Jo Townsend is based in MT. STERLING, Kentucky, working with TOWNSEND FINANCIAL PLANNING, LLC. Their office serves clients in the MT. STERLING metropolitan area and surrounding communities.
How does Melody Jo Townsend charge for services?
Melody Jo Townsend's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of asset under another trust company's management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSEND FINANCIAL PLANNING, LLC?
TOWNSEND FINANCIAL PLANNING, LLC has approximately 5 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOWNSEND FINANCIAL PLANNING, LLC

Harrison Nicholas Bailey
MT. STERLING, KY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
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