Hannah Elizabeth Lindsey
Investment adviser representative at Abound Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Abound Wealth Management, LLCAug 2019 to now
- UnemployedMay 2019 to Aug 2019
- Argi Financial ServicesMay 2018 to Jul 2018
- English, Lucas, Priest & OwsleyAug 2016 to Jun 2019
- Wku Raymond B. Preston Health and Activities CenterMar 2016 to May 2018
- Alpha Omicron Pi FraternityNov 2015 to Nov 2017
- Western Kentucky UniversityMay 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7466771
- Firm CRD
- 285903