Bo Barret Hanson

Employer firm

Abound Wealth Management, LLC CRD 285903

$1.95B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 12/2016
  Preston & Cleveland Wealth Management, Llc
  Mcdonough, GA
• 01/2017 → Present
  Abound Wealth Management, Llc
  Franklin, TN

Previous Registrations

• 2012-08-14 → 2016-12-31
  Calvary Wealth, Llc
  Mcdonough, GA
  Franklin, TN

Other Businesses

Bribo, a real estate holding company co-owned with Brian Preston; Address: 317 Main Street, Suite 201, Franklin, TN 37064; Started: 6/30/2021; Duties: Property owner and manager; He spends less than 10 hours per month on this activity.

Designations

• Certified Financial Planner
• Chartered Financial Analyst