Townsend Financial Planning

Townsend Financial Planning (CRD# 141571) is a financial advisory firm headquartered in Mount Sterling, KY. They manage $113,114,046 in 438 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    438
    ACCOUNTS
  • Average Account Value
    $258,251
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Townsend Financial Planning
Showing 1 - 3 of 3 top financial advisors.
1
Melody J. Townsend
CRD#: 5204108
36 East Main Street, Mount Sterling, KY 40353

Melody Townsend (CRD# 5204108) is an Investment Advisor Representative working at Townsend Financial Planning in Mount Sterling, KY and has 1 year of experience in the finance industry.

2
Harrison N. Bailey
CRD#: 7181878
36 East Main Street, Mount Sterling, KY 40353

Harrison Bailey (CRD# 7181878) is an Investment Advisor Representative working at Townsend Financial Planning in Mount Sterling, KY and has over 4 years of experience in the finance industry.

3
Jeremiah M. Creech
CRD#: 7709098
36 East Main Street, Mount Sterling, KY 40353

Jeremiah Creech (CRD# 7709098) is an Investment Advisor Representative working at Townsend Financial Planning in Mount Sterling, KY and has 1 year of experience in the finance industry.

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