Lori Bodenhamer
Investment adviser representative at Abundo Wealth
14 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
14 years in the industry.
- Abundo WealthFeb 2022 to now
- Farther FinanceSep 2021 to Feb 2022
- Mercer Global AdvisersDec 2020 to Sep 2021
- Group Nine Media - SeekerDec 2016 to Dec 2020
- Discovery Digital NetworksOct 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7526102
- Firm CRD
- 304612