Margaret
Klokkenga

Abundo Wealth

CRD#6142605
Investment Advisor
in Morton, IL

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About this Advisor

Margaret Klokkenga is a financial advisor based in Morton, Illinois, working with Abundo Wealth. Margaret has previously held positions at Moneta Group Investment Advisers, LLC, Clayton Financial Group, LLC, Hermoney Media, Inc, Financefixx, Hutson Gobble, Make A Money Mindshift, Simple Cfo Solutions, Blend Financial, Inc (Dba Origin Financial), Margaret Klokkenga Consulting, LLC, and Abundo Wealth. Margaret has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Margaret is part of Abundo Wealth, which operates out of Morton, Illinois. The firm has 8 employees and offers financial planning services. The fee structure at Abundo Wealth includes fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services

Fee Structure

Fixed Fees

Office Location

Morton, IL

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Abundo Wealth Brokerage Details

Total Number of Employees

8

IL Average: 49

Investment Advisory Services

  • Financial planning services

Margaret Klokkenga Work History

2024 - Present (0 year)

Abundo Wealth

2021 - Present (3 years)

Make A Money Mindshift

2021 - Present (3 years)

Margaret Klokkenga Consulting, LLC

2022 - 2022 (< 1 year)

Blend Financial, Inc (Dba Origin Financial)

2021 - 2022 (1 year)

Hermoney Media, Inc, Financefixx

2021 - 2021 (< 1 year)

Hutson Gobble

2021 - 2022 (1 year)

Simple Cfo Solutions

2015 - 2021 (6 years)

Clayton Financial Group, LLC

2012 - 2015 (3 years)

Moneta Group Investment Advisers, LLC

Disclosures

Please visit the SEC profile of Margaret Klokkenga 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 Abundo Wealth

Damondrick Jack
Houston, TX
Richard Cooke
Houston, TX
Jeremy Zuke
New York, NY
Andrew Dressel
Minnetonka, MN
Lori Bodenhamer
Houston, TX
Margaret Klokkenga
Morton, IL
Olivia Lima
Sioux Falls, SD
Eric Simonson
Houston, TX

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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