Franklin, TN Office

Team
Updated today

Client AUM

$589,473,003

Clients

6,015

Advisors

2

Of 99 advisors across 73 offices

Location

113 Seaboard Ln, Suite A250

Franklin TN 37067

Advisors at this office

2

Advisors at this office

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Andrew E

Series 63, Series 65

Franklin, TN

Sequent Planning, LLC

Andrew Elmore is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Securities America Advisors, Mutual of Omaha, and OSAIC. He serves as a volunteer board member on the executive committee of the Williamson County Association of Realtors, assisting with event planning and scholarship initiatives. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and offers a range of services including asset management, financial planning, and fiduciary retirement-plan consulting.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Matthew B

Series 66, Series 65

Franklin, TN

Sequent Planning, LLC

Matthew Bowling is a financial advisor at Sequent Planning, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at multiple firms including OSAIC Wealth, Inc, LPL Financial, LLC, and Country Capital Management. Bowling is also active as an insurance agent through Futurity First Insurance Group and International Insurance Brokerage, LLC. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a multi-team model emphasizing diversified manager exposures and a structured risk framework.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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