TOWNSEND FINANCIAL PLANNING, LLC
Legal name: TOWNSEND FINANCIAL PLANNING
CRD #141571 SEC #801-130686 MT. STERLING, KY 859-498-2020
SEC Registered
Total AUM
$130.5M
Discretionary
$130.5M
Employees
5
Clients
101
Accounts
516
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Bailey, Harrison, Nicholas | I | PARTNER/FINANCIAL ADVISOR | NA | |
| Bailey, Harrison, Nicholas | I | PARTNER/FINANCIAL ADVISOR | NA | |
| Bailey, Harrison, Nicholas | I | PARTNER/FINANCIAL ADVISOR | NA | |
| Bailey, Harrison, Nicholas | I | PARTNER/FINANCIAL ADVISOR | NA | |
| TOWNSEND, MELODY, JO | I | PRESIDENT/CCO | E | Control |
| TOWNSEND, MELODY, JO | I | PRESIDENT/CCO | E | Control |
| TOWNSEND, MELODY, JO | I | PRESIDENT/CCO | E | Control |
| TOWNSEND, MELODY, JO | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Feb 20, 2025 REGISTERED
Notice Filings (2)
FL KY
Address
36 EAST MAIN STREETMT. STERLING, KY 40353
United States
Phone: 859-498-2020