Mary
Abundo

Thrivent Advisor Network, LLC

CRD#1246048
Investment Advisor
in Redondo Beach, CA

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About this Advisor

Mary Abundo is a financial advisor based in Redondo Beach, California who has 2 years of relevant experience. Abundo is an employee of Thrivent Advisor Network, LLC. Throughout their career, Abundo has worked at Cetera Financial Group, Kestra Private Wealth Services, LLC, Monograph Wealth Advisors, LLC, Counterpoint Mutual Funds, LLC, Northern Lights Distributors, LLC and Thrivent Advisor Network, LLC. Abundo has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Thrivent Advisor Network, LLC is a firm that has its headquarters in Minneapolis, MN. The investment advisory business has offices in 34 locations and a total of 134 financial advisors. It oversees $5 billion in assets among its 26,501 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 17 charitable organizations. Of its 26,501 accounts, just 11% are associated with high-net-worth individuals who have greater than $1 million in assets. Thrivent Advisor Network, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees depend on which services the firm provides the client. Fee types charged by Thrivent Advisor Network, LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Redondo Beach, CA

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Thrivent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$5,058,431,013

CA Average: $5,289,111,388
Total Number of Employees

134

CA Average: 157
Total Number of Accounts

26,501

CA Average: 8,262
Average Account Size

$190,877

CA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Mary Abundo Work History

Mary has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Thrivent Advisor Network, LLC

2018 - 2021 (3 years)

Counterpoint Mutual Funds, LLC

2018 - 2021 (3 years)

Northern Lights Distributors, LLC

2017 - 2018 (1 year)

Monograph Wealth Advisors, LLC

2013 - 2017 (4 years)

Kestra Private Wealth Services, LLC

2003 - 2013 (10 years)

Cetera Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mary Abundo 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 Thrivent Advisor Network, LLC

Nicholas Freas
Denver, CO
Eric Schneider
Denver, CO
Lori Sherman
Minneapolis, MN
Matthew Stockman
Minneapolis, MN
Kaitlyn Hedger
Minneapolis, MN
Bryant Hayes
Minneapolis, MN
Jonathan Lofquist
Minneapolis, MN
Gretchen Duda
Camp Hill, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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