Richard Cooke is a CFP-designated registered investment advisor at Abundo Wealth, based in Fishers, IN, with 10 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Abundo Wealth provides investment recommendations as part of their financial planning service at no additional cost. They do not directly manage your investments, but they will help you set up your own investment account and provide guidance on investment funds.
Location
Fishers, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a travel agent for Steady As We Roam Travel Co LLC since May 2023, assisting clients with booking travel and providing customer support. This takes about 10-20% of his time, with less than 8 hours per month during securities trading hours.
Employment History
Current Registrations
Abundo Wealth
Previous Registrations
Abundo Wealth
2point0 Financial
Vincere Wealth Management, LLC
Edward Jones
Edward JonesBroker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.