Margaret Klokkenga, financial advisor Morton IL

Margaret Klokkenga

CRD Number: 6142605
Current Firm: Abundo Wealth

Margaret Klokkenga (CRD# 6142605) is an Investment Advisor Representative working at Abundo Wealth in Morton, IL and has over 11 years of experience in the finance industry. Margaret Klokkenga has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Abundo Wealth Houston, TX Mar 2024 - Current < 1
Margaret Klokkenga Consulting, LLC Morton, IL Dec 2021 - Current 2
Make A Money Mindshift Morton, IL Feb 2021 - Current 3
Hermoney Media, Inc., Financefixx New York, NY Jan 2021 - Dec 2022 1
Blend Financial, Inc. (dba Origin Financial) San Francisco, CA Jun 2022 - Nov 2022 < 1
Simple Cfo Solutions St. Cloud, FL Dec 2021 - Mar 2022 < 1
Hutson Gobble Webster Groves, MO Feb 2021 - Dec 2021 < 1
Clayton Financial Group, LLC St. Louis, MO Aug 2015 - Jan 2021 5
Moneta Group Investment Advisers, LLC Clayton, MO Sep 2012 - Aug 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Margaret J. Klokkenga
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

CA, MN, NY, SD, TX, UT, WA

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