Melody Townsend has been President/CCO of Townsend Financial Planning since October 2006, is a control person of the firm and directly owns 75% or more of it.
Townsend Financial Planning, LLC is a MT. Sterling, KY firm with $148M under management, 160 clients and 3 advisers across 3 offices, as of its May 2026 filing.
- Townsend Financial PlanningCurrent– present · 16 yearsMT. Sterling, KY · Adviser representative · Firm CRD 141571
Investment adviser representative registrations
Melody Townsend is registered as an investment adviser representative in 2 states. The first approvals date from April 2010; the most recent is Florida, in September 2024.
- FloridaSince 10 September 2024
- KentuckySince 1 April 2010
Examinations
No examinations are on Melody Townsend’s record.
- Full name
- Melody Jo Townsend
- CRD
- 5204108
- Firm
- Townsend Financial Planning · CRD 141571
- Role
- President/CCO
- Office
- 102 SOUTH MAYSVILLE STREET, SUITE 1, MT. Sterling, KY 40353
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Melody Townsend work?
Melody Townsend has been President/CCO of Townsend Financial Planning, LLC since October 2006, and is a control person of the firm.
Is Melody Townsend a financial advisor?
Yes. Melody Townsend has a current investment-adviser registration in Florida and Kentucky, through Townsend Financial Planning since April 2010.
How many years of experience does Melody Townsend have?
Melody Townsend has 16 years in the financial industry, since March 2010, across 1 adviser firm.
Where is Melody Townsend based?
Melody Townsend’s registered office is in MT. Sterling, KY.
Is Melody Townsend registered with FINRA?
No. Melody Townsend has no current broker registration.
How can I verify Melody Townsend’s record?
Search CRD 5204108 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melody Townsend’s full registration record.
