MB
Matthew T. Bowling
SEQUENT PLANNING
Franklin, TN 37067
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CRD#: 5826917
MB
Matthew Tyler BowlingSEQUENT PLANNING
Professional summary
Matthew Tyler Bowling, who also goes by Matt Tyler Bowling, is a registered financial advisor currently at SEQUENT PLANNING, LLC located in Franklin, Tennessee.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
Matt Tyler Bowling
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. International Insurance Brokerage, LLC - INSURANCE AGENT. November 2019 - PRESENT. 50% OF TIME SPENT ON THIS ACTIVITY, ALL DURING NORMAL BUSINESS HOURS. 113 Seaboard Ln. Ste A250Franklin, TN 37067. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 2. FUTURITY FIRST INSURANCE GROUP - INSURANCE AGENT. AUGUST 2018 -PRESENT. 20% OF TIME SPENT ON THIS ACTIVITY, ALL DURING NORMAL BUSINESS HOURS. 113 Seaboard Ln. Ste A250 Franklin, TN 37067. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Tyler Bowling's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 23, 2026 - Present
SEQUENT PLANNING, LLC
Office #1: 113 Seaboard Ln Ste A250, Franklin, TN 37067RIA
CRD#: 160381
Franklin, TN
Past
November 14, 2024 - July 23, 2026
OSAIC WEALTH, INC.
RIA
CRD#: 23131
Franklin, TN
Past
April 17, 2019 - November 14, 2024
SEQUENT PLANNING, LLC
RIA
CRD#: 160381
NASHVILLE, TN
Past
October 30, 2017 - June 27, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
MT. JULIET, TN
Past
August 13, 2012 - February 24, 2017
COUNTRY CAPITAL MANAGEMENT COMPANY
BD
CRD#: 12060
FRANKLIN, TN
Past
September 20, 2010 - June 18, 2012
TAYLOR SECURITIES, INC.
RIA
CRD#: 17575
BRENTWOOD, TN
Past
August 30, 2010 - June 18, 2012
TAYLOR SECURITIES, INC.
BD
CRD#: 17575
BRENTWOOD, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SEQUENT PLANNING, LLC
ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT
CRD#: 160381 / SEC#: 801-113971
RIA
Registered Investment Advisory firm - (9/10/2018 Approved)Arizona
Registered Investment Advisory firm - (9/27/2018 Terminated)Florida
Registered Investment Advisory firm - (9/27/2018 Terminated)Iowa
Registered Investment Advisory firm - (10/1/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/27/2018 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/28/2018 Terminated)Nebraska
Registered Investment Advisory firm - (9/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (10/31/2018 Terminated)New Jersey
Registered Investment Advisory firm - (10/2/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/27/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/27/2018 Terminated)Oregon
Registered Investment Advisory firm - (9/27/2018 Terminated)Texas
Registered Investment Advisory firm - (9/27/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(7/23/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SP
SEQUENT PLANNING, LLC
ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT
CRD#: 160381 / SEC#: 801-113971
RIA
Registered Investment Advisory firm - (9/10/2018 Approved)Arizona
Registered Investment Advisory firm - (9/27/2018 Terminated)Florida
Registered Investment Advisory firm - (9/27/2018 Terminated)Iowa
Registered Investment Advisory firm - (10/1/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/27/2018 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/28/2018 Terminated)Nebraska
Registered Investment Advisory firm - (9/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (10/31/2018 Terminated)New Jersey
Registered Investment Advisory firm - (10/2/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/27/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/27/2018 Terminated)Oregon
Registered Investment Advisory firm - (9/27/2018 Terminated)Texas
Registered Investment Advisory firm - (9/27/2018 Terminated)Loading...
Contact information
Main Address
8420 West Dodge Road Suite 110, Omaha, NE 68114
Mailing Address
Phone number
(402) 953-3544
Established
Firm type
Fiscal year end
# of Employees
91
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,102 |
| AUM (Assets Under Management) | $ 394,657,254 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
