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Lucas N

Series 65

Knoxville, TN

S.E.E.D. Planning Group, LLC

Lucas Nulsen is a financial advisor at S.E.E.D. Planning Group, LLC in Knoxville, TN, holding a Series 65 designation and with two years of industry experience. His prior roles include positions at the Tennessee Department of Treasury and Kroger. S.E.E.D. Planning Group provides wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a fundamental analysis approach with a long-term strategy supported by diversified portfolios constructed with ETFs, mutual funds, equities, and bonds, integrating tax planning and client values into its portfolio management.

Wealth management General tax planning Charitable giving & philanthropy
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Jamie S

Series 66

Knoxville, TN

S.E.E.D. Planning Group, LLC

Jamie Shelton is a Series 66-licensed financial advisor with six years of industry experience. He has worked at S.E.E.D. Planning Group, LLC since 2021 and previously spent time at Ameriprise and the University of Tennessee Knoxville. S.E.E.D. Planning Group is a multi-advisor team providing wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a values-based, long-term investment approach with fundamental analysis and offers discretionary portfolio management combined with tax and estate planning.

Wealth management General tax planning Charitable giving & philanthropy
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Travis M

Series 66

Knoxville, TN

S.E.E.D. Planning Group, LLC

Travis Maus is a financial advisor at S.E.E.D. Planning Group, LLC in Knoxville, TN, holding a Series 66 designation with 14 years of industry experience. He previously worked at Cetera Advisors LLC and Equitable Advisors before joining S.E.E.D. Planning Group in 2015. Outside of his advisory role, he serves as Chair of the Board of Directors for Not Quite Right Media Inc., a marketing and digital products company. S.E.E.D. Planning Group offers wealth management and investment services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm utilizes fundamental analysis and a long-term investment approach, integrating values-based financial planning, tax planning, and coordinated estate planning through its investment division, Sift Investment Management.

Wealth management General tax planning Charitable giving & philanthropy
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Aaron H

CFA®

Knoxville, TN

S.E.E.D. Planning Group, LLC

Aaron Hardy is a CFA® charterholder with experience at Belmont Acquisitions and prior roles at the Fujimi City Board of Education and Interac Network. He is based in Knoxville, TN and currently works with S.E.E.D. Planning Group, LLC, a 16-advisor team. S.E.E.D. Planning Group provides wealth management, investment advice, and consulting services to individuals, trusts, businesses, non-profits, and retirement plans. The firm employs fundamental analysis and a primarily long-term investment strategy through its Sift Investment Management division, integrating tax planning and client values into diversified portfolio management.

Wealth management General tax planning Charitable giving & philanthropy
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