Hannah
Lindsey

Abound Wealth Management, LLC

CRD#7466771
Investment Advisor
in Franklin, TN

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About this Advisor

Hannah Lindsey is a financial advisor based in Franklin, Tennessee, working with Abound Wealth Management, LLC. Hannah has previously held positions at Abound Wealth Management, Western Kentucky University, Argi Financial Services, Southland Pool, Bowling Green High School, English, Lucas, Priest & Owsley, Wku Raymond B. Preston Health And Activities Center, Alpha Omicron Pi Fraternity, and Griff's Deli. Hannah has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Hannah is part of Abound Wealth Management, LLC, which operates out of Franklin, Tennessee. The firm has 31 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. The fee structure at Abound Wealth Management, LLC includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

317 Main Street Suite 201
Franklin, TN 37064

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Abound Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,065,305,770

TN Average: $730,596,643
Total Number of Employees

31

TN Average: 15
Total Number of Accounts

3,513

TN Average: 968
Average Account Size

$303,247

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Hannah Lindsey Work History

2021 - Present (3 years)

Abound Wealth Management

2019 - 2021 (2 years)

Abound Wealth Management

2018 - 2018 (< 1 year)

Argi Financial Services

2016 - 2019 (3 years)

English, Lucas, Priest & Owsley

2016 - 2018 (2 years)

Wku Raymond B. Preston Health And Activities Center

2016 - 2017 (1 year)

Alpha Omicron Pi Fraternity

2015 - 2019 (4 years)

Western Kentucky University

2015 - 2015 (< 1 year)

Southland Pool

2015 - 2016 (1 year)

Alpha Omicron Pi Fraternity

2015 - 2016 (1 year)

Griff'S Deli

2011 - 2015 (4 years)

Bowling Green High School

Disclosures

Please visit the SEC profile of Hannah Lindsey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Abound Wealth Management, LLC

Matthew Hoffner
Franklin, TN
Stephen Gentzler
Franklin, TN
Carter Thomas
Franklin, TN
Breanne Coffey
Franklin, TN
Eric Hale
Franklin, TN
Hannah Lindsey
Franklin, TN
Bo Hanson
Franklin, TN
Andrew Dodd
Franklin, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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