Richard Cooke
Investment adviser representative at Abundo Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Abundo WealthApr 2024 to now
- 2point0 Financial, LLCNov 2021 to Sep 2024
- Vincere Wealth Management, LLCJul 2021 to Nov 2021
- Edward JonesMar 2020 to Jul 2021
- UnemployedMar 2019 to Mar 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2019
- Fidelity Brokerage Services, LLCFeb 2014 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (IN).
Abundo Wealth
Legal name: Abundo Wealth Inc.
$0Assets managed
0Clients
13Advisers
5 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
- 6401162
- Firm CRD
- 304612