Olivia
Lima

Abundo Wealth

CRD#7483813
Investment Advisor
in Sioux Falls, SD

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About this Advisor

Olivia Lima is a financial advisor based in Sioux Falls, South Dakota, working with Abundo Wealth. Olivia has previously held positions at The Vanguard Group, Inc, Randstad, Lutheran Social Services Of Sd, Center For Financial Resources, Augustana University, and Abundo Wealth. Olivia has passed the Series 66 regulatory exam and is registered to provide services in South Dakota. Currently, Olivia is part of Abundo Wealth, which operates out of Sioux Falls, South Dakota. The firm has 8 employees and offers financial planning services. The fee structure at Abundo Wealth includes fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services

Fee Structure

Fixed Fees

Office Location

Sioux Falls, SD

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Abundo Wealth Brokerage Details

Total Number of Employees

8

SD Average: 49

Investment Advisory Services

  • Financial planning services

Olivia Lima Work History

2023 - Present (2 years)

Abundo Wealth

2022 - 2023 (1 year)

The Vanguard Group, Inc

2022 - 2022 (< 1 year)

Randstad

2020 - 2022 (2 years)

Lutheran Social Services Of Sd, Center For Financial Resources

2008 - 2021 (13 years)

Augustana University

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Disclosures

Please visit the SEC profile of Olivia Lima 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

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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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