Margaret Jean Klokkenga

695 advisory clients

Reported services (Item 5G)

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

3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-01-13
TX	RA	APPROVED	2026-01-05

Branch Locations

3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Clayton Financial Group, Llc	St. Louis	MO	08/2015	01/2021
Hermoney Media, Inc., Financefixx	New York	NY	01/2021	12/2022
Hutson Gobble	Webster Groves	MO	02/2021	12/2021
Make A Money Mindshift	Morton	IL	02/2021	02/2024
Simple Cfo Solutions	St. Cloud	FL	12/2021	03/2022
Blend Financial, Inc. (Dba Origin Financial)	San Francisco	CA	06/2022	11/2022
Margaret Klokkenga Consulting, Llc	Morton	IL	12/2021	11/2024
Abundo Wealth	Houston	TX	03/2024	Present

08/2015 → 01/2021

Clayton Financial Group, Llc

St. Louis, MO
01/2021 → 12/2022

Hermoney Media, Inc., Financefixx

New York, NY
02/2021 → 12/2021

Hutson Gobble

Webster Groves, MO
02/2021 → 02/2024

Make A Money Mindshift

Morton, IL
12/2021 → 03/2022

Simple Cfo Solutions

St. Cloud, FL
06/2022 → 11/2022

Blend Financial, Inc. (Dba Origin Financial)

San Francisco, CA
12/2021 → 11/2024

Margaret Klokkenga Consulting, Llc

Morton, IL
03/2024 → Present

Abundo Wealth

Houston, TX

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-12-11