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, working with Thrivent Advisor Network, LLC. Mary has previously held positions at Kestra Private Wealth Services, LLC, Monograph Wealth Advisors, LLC, Counterpoint Mutual Funds, LLC, Northern Lights Distributors, LLC, and Thrivent Advisor Network, LLC. Mary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Mary is part of Thrivent Advisor Network, LLC, which operates out of Redondo Beach, California. The firm has 37 offices and 164 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Thrivent Advisor Network, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

$6,163,786,512

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

164

CA Average: 157
Total Number of Accounts

28,513

CA Average: 8,262
Average Account Size

$216,175

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

2021 - Present (4 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

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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

Jenna Wolff
Hopkins, MN
Andrew Walker
Minneapolis, MN
Bryan Fawcett
Minneapolis, MN
Theodore Kouba
Denver, CO
Jeremy Sarna
Forsyth, IL
Benjamin Scheef
Minneapolis, MN
Joanna Franek
Minneapolis, MN
Garrett Poland
Fremont, NE

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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