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Matthew Tyler Bowling

Sequent Planning, LLC

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About Matthew Tyler Bowling

Matthew Tyler Bowling is an investment advisor representative at Sequent Planning, LLC, with over 10 years of experience in the financial services industry. Matthew holds FINRA Series 66 and 7 licenses, as well as the Uniform Investment Advisor Law Examination, allowing him to provide comprehensive financial planning services. He is a dedicated professional with a strong focus on individual and high-net-worth clients.

Firm Information

Matthew Bowling is currently registered with Sequent Planning, LLC. Sequent Planning, LLC is an investment advisor based in Omaha, NE. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Sequent Planning manages approximately $373,438,734 in discretionary assets for 4,279 clients.
Sequent Planning, LLC

8420 WEST DODGE ROAD

OMAHA, NE 68114

$373.44M

Assets Under Management

49

Total Clients

66

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Matthew Bowling’s Registration & Firm History

TN

04/17/2019 - Present

Sequent Planning, LLC (NASHVILLE TN)

TN

10/30/2017 - 06/27/2018

LPL FINANCIAL LLC (MT. JULIET TN)

TN

08/13/2012 - 02/24/2017

COUNTRY CAPITAL MANAGEMENT COMPANY (FRANKLIN TN)

TN

08/30/2010 - 06/18/2012

TAYLOR SECURITIES, INC. (BRENTWOOD TN)

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Licenses & Designations

IA

Issued 02/08/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/17/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Tyler Bowling.
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