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Melody Jo Townsend

TOWNSEND FINANCIAL PLANNING, LLC·MT. STERLING, Kentucky
Clean record16 years registeredTOWNSEND 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 · 16 years registered
Brand Profile
Not yet started
01

Career History

TOWNSEND FINANCIAL PLANNING
Apr 2010 – present
02

Registrations & Exams

Registration record
First registered · April 1, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TOWNSEND FINANCIAL PLANNING, LLC
CRD 141571 · SEC 801-130686
AUM
$116M
Regulatory assets under management
Employees
5
468 client accounts
Services offered by TOWNSEND FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
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Introduction

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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
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City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideBOWLING GREEN GuideFT. WRIGHT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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