Melody Jo Townsend

Employer firm

Townsend Financial Planning CRD 141571

$148M regulatory AUM 18 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Townsend Financial Planning

102 South Maysville Street Suite 1, Mt. Sterling, KY 40353 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-09
KY	RA	APPROVED	2025-01-09

FL RA
APPROVED

Since 2025-01-09
KY RA
APPROVED

Since 2025-01-09

Branch Locations

102 South Maysville Street Suite 1, Mt. Sterling, KY 40353 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Townsend Financial Planning	Mt. Sterling	KY	10/2006	Present

10/2006 → Present

Townsend Financial Planning

Mt. Sterling, KY

Other Businesses

Mountain Sage Holdings, LLC; Not Investment Related; 102 South Maysville Street Mount Sterling, Kentucky, 40353; This is a commercial building that will lease space to Townsend Financial Planning, LLC, another small business, and also has 3 - 1-bedroom apartments on the second floor that will be leased out; Managing Member; Managing Member; July 18, 2025; 4; 2; I am the managing member, responsible for receiving lease payments and documenting them in the financial software.