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Lynn Anne Anderson

Investment adviser representative at Abundo Wealth
13 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

13 years in the industry.

  1. Abundo WealthMar 2025 to now
  2. Brighton JonesJun 2021 to Mar 2025
  3. Starbucks Coffee CompanyJul 2019 to May 2021
  4. Starbucks Coffee CompanyJun 2018 to Aug 2018
  5. Kellogg School of Management At Northwestern UniversityJul 2017 to Jun 2019
  6. Cloudmed (fka Triage Consulting Group)Jul 2013 to Jun 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (WA).

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
7397077
Firm CRD
304612
Advisor's SEC record (opens in a new tab)
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