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Matthew D Hoffner

Abound Wealth Management, LLC

Franklin, TN

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Current Employers
Abound Wealth Management, Llc

317 Main Street Suite 201, Franklin, TN 37064 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2019-09-27
  • TN RA
    APPROVED
    Since 2019-09-27

Branch Locations

317 Main Street Suite 201, Franklin, TN 37064 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Franklin TN 08/2013 12/2017
Western Wealth Management, Llc Golden CO 06/2016 07/2017
Monarch Advisory Group, Llc Franklin TN 08/2017 12/2017
Abound Wealth Management Franklin TN 12/2017 08/2019
Abound Wealth Management Franklin TN 09/2019 Present
  • 08/2013 → 12/2017
    Lpl Financial Llc
    Franklin, TN
  • 06/2016 → 07/2017
    Western Wealth Management, Llc
    Golden, CO
  • 08/2017 → 12/2017
    Monarch Advisory Group, Llc
    Franklin, TN
  • 12/2017 → 08/2019
    Abound Wealth Management
    Franklin, TN
  • 09/2019 → Present
    Abound Wealth Management
    Franklin, TN
Previous Registrations
  • 2013-08-30 → 2017-12-11
    Lpl Financial Llc
    Franklin, TN
  • 2017-08-24 → 2017-12-01
    Monarch Advisory Group
    Franklin, TN
  • 2016-06-22 → 2017-07-19
    Western Wealth Management Llc
    Franklin, TN
  • 2014-09-30 → 2016-06-22
    Western Wealth Management Llc
    Franklin, TN
    Golden, CO
  • 2014-03-28 → 2015-03-26
    Monarch Advisory Group
    Franklin, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-29
  • S66 Uniform Combined State Law Examination
    2013-08-29
Designations
Other Names
  • Matt Hoffner

View on SEC IAPD

Other Firms

SAGESPRING WEALTH PARTNERS
D.A. DAVIDSON & CO.
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
ONEDIGITAL
EDWARD JONES
EFINANCIAL ALLIANCE, LLC
ARKADIOS WEALTH ADVISORS

Other Investors

Jeffrey Thomas Dobyns
BOB CLAY SIRCY
LAURIE L SNIVELY
Dorothi Leigh Brown
Jessica Rose Colston
CASH TUNSTALL
JEFFERY BRADFORD BOWLIN
JACOB CARL POWELL

Other Offices

SAGESPRING WEALTH PARTNERS · Franklin, TN
D.A. DAVIDSON & CO. · FRANKLIN, TN
LPL FINANCIAL LLC · FRANKLIN, TN
EQUITABLE ADVISORS, LLC · FRANKLIN, TN
ONEDIGITAL · Franklin, TN
ONEDIGITAL · FRANKLIN, TN
EDWARD JONES · FRANKLIN, TN
EFINANCIAL ALLIANCE, LLC · FRANKLIN, TN

More in Franklin, TN

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