Lori Bodenhamer

Current Employers

Abundo Wealth

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-05

CA RA
APPROVED

Since 2026-01-05

Branch Locations

San Francisco, CA • United States

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

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Abundo Wealth	Minneapolis	MN	02/2022	Present
Farther Finance	San Francisco	CA	09/2021	02/2022
Mercer Global Advisers	San Francisco	CA	12/2020	09/2021
Group Nine Media - Seeker	San Francisco	CA	12/2016	12/2020
Discovery Digital Networks	San Francisco	CA	10/2012	12/2016

02/2022 → Present

Abundo Wealth

Minneapolis, MN
09/2021 → 02/2022

Farther Finance

San Francisco, CA
12/2020 → 09/2021

Mercer Global Advisers

San Francisco, CA
12/2016 → 12/2020

Group Nine Media - Seeker

San Francisco, CA
10/2012 → 12/2016

Discovery Digital Networks

San Francisco, CA

Previous Registrations

2022-03-23 → 2025-12-31

Abundo Wealth

Houston, TX

San Francisco, CA

Other Businesses

Co-Writer for "Retirement: The Musical." Activity involves minimal grant funding for creative stage theater development with no compensation for performance, client solicitation, or connection to investment advisory services. Start date: January 2026. Approx 20hrs/mo not during business hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-03-18

S65 Uniform Investment Adviser Law Examination

2022-03-18

Designations

View on SEC IAPD