Bo Barret Hanson
Investment adviser representative at Abound Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Abound Wealth Management, LLCJan 2017 to now
- Preston & Cleveland Wealth Management, LLCJan 2009 to Dec 2016
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Abound Wealth Management, LLC
$1.9BAssets managed
936Clients
16Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5348292
- Firm CRD
- 285903