DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner13 years in industry

MARGARET JEAN KLOKKENGA

Advisor at ABUNDO WEALTH

Morton, IL | HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9cf7696b-d4f3-d8c7-9f85-85d1bb319220

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Dec 12, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ABUNDO WEALTH
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 11, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Dec 11, 2012
First registration: Dec 12, 2012
Dual registered: no
Other names: MARGARET JEAN GLENNEY
IAPD individual key: 6142605

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ABUNDO WEALTH	No RAUM reported	Jan 5, 2026	n/a	yes	Morton, IL\|HOUSTON, TX	Current employment
ABUNDO WEALTH	No RAUM reported	Mar 15, 2024	Dec 31, 2025	no	Morton, IL\|HOUSTON, TX	Previous registration
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Jun 2, 2022	Dec 2, 2022	no	SARASOTA, FL\|Morton, IL	Previous registration
MAKE A MONEY MINDSHIFT, LLC	n/a	May 10, 2021	Mar 14, 2024	no	MORTON, IL	Previous registration
CLAYTON FINANCIAL GROUP, LLC	Independent wealth	Mar 10, 2017	May 27, 2021	no	ST. LOUIS, MO	Previous registration
MONETA GROUP INVESTMENT ADVISORS, LLC	Independent wealth	Dec 12, 2012	Jul 31, 2015	no	ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MAKE A MONEY MINDSHIFT, LLC	ORIGIN INVESTMENT ADVISORY LLC	Mar 14, 2024	Jun 2, 2022	-651	Firm change after gap	Other
ORIGIN INVESTMENT ADVISORY LLC	ABUNDO WEALTH	Dec 2, 2022	Mar 15, 2024	469	Firm change after gap	Other
CLAYTON FINANCIAL GROUP, LLC	MAKE A MONEY MINDSHIFT, LLC	May 27, 2021	May 10, 2021	-17	Firm change	Other
MONETA GROUP INVESTMENT ADVISORS, LLC	CLAYTON FINANCIAL GROUP, LLC	Jul 31, 2015	Mar 10, 2017	588	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104727:226729:MO:2015-07-31	Jul 31, 2015	Mar 10, 2017	ST LOUIS, MO	Firm change after gap

Relationships

Registered with (5)

→ ABUNDO WEALTHRegistered adviserregistration: previous registration
Mar 15, 2024 to Dec 31, 2025factForm ADV
→ MAKE A MONEY MINDSHIFT, LLCRegistered adviserregistration: previous registration
May 10, 2021 to Mar 14, 2024factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Jun 2, 2022 to Dec 2, 2022factForm ADV
→ CLAYTON FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Mar 10, 2017 to May 27, 2021factForm ADV
→ MONETA GROUP INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 12, 2012 to Jul 31, 2015factForm ADV

Dated events

Occurred
Mar 14, 2024
Advisor changed firm
Margaret Jean Klokkenga left Make A Money Mindshift, Llc for Origin Investment Advisory Llc (registered 2022-06-02)
Form ADVobserved 4 days ago
Occurred
Dec 2, 2022
Advisor changed firm
Margaret Jean Klokkenga left Origin Investment Advisory Llc for Abundo Wealth (registered 2024-03-15)
Form ADVobserved 4 days ago