Lori Bodenhamer (CRD# 7526102) is an Investment Advisor Representative working at Abundo Wealth in Houston, TX and has over 2 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Abundo Wealth | Minneapolis, MN | Feb 2022 - Current | 2 |
| Farther Finance | San Francisco, CA | Sep 2021 - Feb 2022 | < 1 |
| Mercer Global Advisers | San Francisco, CA | Dec 2020 - Sep 2021 | < 1 |
| Group Nine Media - Seeker | San Francisco, CA | Dec 2016 - Dec 2020 | 4 |
| Discovery Digital Networks | San Francisco, CA | Oct 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- MN
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
CA, MN, NY, SD, TX, UT, WA
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