linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeremiah Matthew Creech

Townsend Financial Planning

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeremiah? Claim Your Profile

About Jeremiah Matthew Creech

Jeremiah Matthew Creech is an investment advisor representative at Townsend Financial Planning. Jeremiah is registered with the state of Kentucky and Florida. Jeremiah has been in the industry since 2020 and has worked at several financial institutions. Jeremiah is a Series 65 licensed advisor. Townsend Financial Planning is a registered investment advisor firm with over 100 million dollars in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and trusts. The firm's compensation model is based on a percentage of assets under management, fixed fees, and hourly charges.

Firm Information

Jeremiah Creech is currently registered with Townsend Financial Planning. Townsend Financial Planning is a fee-only financial planning firm based in MT. STERLING, KY. They serve individuals and high-net-worth individuals. The firm offers financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals. They have $115,967,684 in regulatory assets under management and are registered with the SEC.
Townsend Financial Planning

36 EAST MAIN STREET

MT. STERLING, KY 40353

$115.97M

Assets Under Management

22

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

% of asset under another trust company's management

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeremiah Creech’s Registration & Firm History

KY

04/19/2023 - Present

Townsend Financial Planning (MT. STERLING KY)

Not sure if Jeremiah Matthew Creech is right for you?

Licenses & Designations

IA

Issued 03/03/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremiah Matthew Creech.
Not sure if Jeremiah Matthew Creech is right for you?