Abundance Financial Coaching, LLC

Abundance Financial Coaching, LLC (CRD# 175055) is a financial advisory firm headquartered in Davenport, IA. They manage $74,340,695 in 611 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    611
    ACCOUNTS
  • Average Account Value
    $121,671
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, IL, TX

Financial Advisors at Abundance Financial Coaching, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dennis D. Duffy
CRD#: 5066464
1840 E. 54th Street, Davenport, IA 52807
93
Wealthminder
score

Dennis Duffy (CRD# 5066464) is an Investment Advisor Representative working at Abundance Financial Coaching, LLC in Davenport, IA and has over 13 years of experience in the finance industry.

2
Ryan M. Denman
CRD#: 6180720
1840 E. 54th Street, Davenport, IA 52807
89
Wealthminder
score

Ryan Denman (CRD# 6180720) is an Investment Advisor Representative working at Abundance Financial Coaching, LLC in Davenport, IA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.