Margaret J. Klokkenga
ABUNDO WEALTH
Morton, IL
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CRD#: 6142605
Professional summary
Margaret Jean Klokkenga, CFP®, who also goes by Margaret Jean Glenney, is a registered financial advisor currently at ABUNDO WEALTH located in Morton, Illinois.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Margaret has worked at 5 firms and has passed the Series 65 exam.
Biography
I’m a CERTIFIED FINANCIAL PLANNER™ professional, CPA, and AFC® candidate and have worked in the financial services industry for over 25 years. In that time, I’ve worked with couples to help them make their money work for them.
When the government shut down on December 22, 2018 and lasted until January 15, 2019, I remember reading a news article about furloughed government workers who could not afford the gas to drive to work. They had been living paycheck to paycheck, and the shutdown meant that their paycheck stopped. Reading about that circumstance shocked me. I told myself that I needed to do something.
Curious but not a total believer, a couple months later I became a Financial Peace University instructor with my husband at our church. Over half of the attendees were people who had already attended FPU at least one other time. These couples tried to get out of debt and start saving, but they found themselves back in the hamster wheel, going in circles and not getting anywhere with their finances. I wondered why. I told myself that there was more that I could do, but I was trying to determine what that would be.
I started reading more into the whys: the psychology of money. Why do people do what they do with their money? Finding out the whys made me want to share it with others to help them get off the vicious cycle that they are on with their money.
I set up my firm, Make A Money Mindshift, to offer financial coaching first: I will teach you the WHYs surrounding your money and use tools to show you the HOWs so you can achieve your WHATs. Financial planning is offered after the completion of a financial coaching package, if desired.
Question & Answer
What are your service offerings?
Retirement Planning
Budgeting
Education Planning
Retirement Income Management
Life Transitions
Debt Management
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Financial Psychology/Coaching
Hourly
Are you a "fiduciary"?
Yes
Aliases
Margaret Jean Glenney
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)Margaret Klokkenga Consulting, LLC; non-investment related; residential address of Margaret Klokkenga; Business Consulting; Start Date: 12/2021; approximately 5 hrs/month, none during trading hours; Consulting with other financial professionals about their businesses/practice development. (2) DataPoints; Not investment related;4880 Lower Roswell Rd., Ste 165, #134, Marietta, GA 30068-4385; Behavioral Assessment Creation/Usage; Workshop Presenter; Independent Contractor; 3/2023; 5 hours per month, none during market hours; Workshop Presenter
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Jean Klokkenga's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
March 15, 2024 - Present
ABUNDO WEALTH
RIA
CRD#: 304612
Morton, IL
Past
June 2, 2022 - December 2, 2022
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Morton, IL
Past
May 10, 2021 - March 14, 2024
MAKE A MONEY MINDSHIFT, LLC
RIA
CRD#: 312896
MORTON, IL
Past
March 10, 2017 - May 27, 2021
CLAYTON FINANCIAL GROUP, LLC
RIA
CRD#: 226729
ST. LOUIS, MO
Past
December 12, 2012 - July 31, 2015
MONETA GROUP INVESTMENT ADVISORS, LLC
RIA
CRD#: 104727
CLAYTON, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ABUNDO WEALTH
ABUNDO WEALTH | ABUNDO WEALTH LLC | ABUNDO WEALTH INC.
CRD#: 304612 / SEC#: 801-122364
RIA
Registered Investment Advisory firm - (9/23/2021 Approved)Minnesota
Registered Investment Advisory firm - (10/6/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/15/2024)
Current Firm
ABUNDO WEALTH
ABUNDO WEALTH | ABUNDO WEALTH LLC | ABUNDO WEALTH INC.
CRD#: 304612 / SEC#: 801-122364
RIA
Registered Investment Advisory firm - (9/23/2021 Approved)Minnesota
Registered Investment Advisory firm - (10/6/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3217 Montrose Blvd Suite 228, #5, Houston, TX 77006
Mailing Address
Phone number
(612) 502-5806
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (15 States and Territories)
Documents
Red Flags
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