Matthew Tyler Bowling
Investment adviser representative at Sequent Planning, LLC
14 yearsExperience
1 stateRegistered in
$589.5MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Sequent Planning, LLCJul 2026 to now
- Futurity First Insurance GroupAug 2018 to now
- Bowling Insurance & Finance, LLCFeb 2017 to now
- Osaic Wealth, IncNov 2024 to Jul 2026
- Sequent Planning, LLCApr 2019 to Oct 2024
- LPL Financial, LLCOct 2017 to Jun 2018
- Country Capital ManagementAug 2012 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5826917
- Firm CRD
- 160381