Allison Cline CFP® ChFC®
Owner, Wealth Management Advisor CFP® ChFC® at Abundance Wealth Management- Claim this Profile
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Topline Score
Bio
Lori Crever
Allison Cline is an intelligent and honest high-quality consultant and business person. Her aims are always squarely toward what steps will generate prosperity and benefit for the client. Allison is a trusted ally in my network!
Herb Klem
Delightful attitude toward work and relationships, excellent work ethic and competent in a wide variety of practical skills. She is able to make a variety of productive contributions to a workplace environment.
Lori Crever
Allison Cline is an intelligent and honest high-quality consultant and business person. Her aims are always squarely toward what steps will generate prosperity and benefit for the client. Allison is a trusted ally in my network!
Herb Klem
Delightful attitude toward work and relationships, excellent work ethic and competent in a wide variety of practical skills. She is able to make a variety of productive contributions to a workplace environment.
Lori Crever
Allison Cline is an intelligent and honest high-quality consultant and business person. Her aims are always squarely toward what steps will generate prosperity and benefit for the client. Allison is a trusted ally in my network!
Herb Klem
Delightful attitude toward work and relationships, excellent work ethic and competent in a wide variety of practical skills. She is able to make a variety of productive contributions to a workplace environment.
Lori Crever
Allison Cline is an intelligent and honest high-quality consultant and business person. Her aims are always squarely toward what steps will generate prosperity and benefit for the client. Allison is a trusted ally in my network!
Herb Klem
Delightful attitude toward work and relationships, excellent work ethic and competent in a wide variety of practical skills. She is able to make a variety of productive contributions to a workplace environment.
Credentials
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CERTIFIED FINANCIAL PLANNER™
CFP BoardAug, 2022- Sep, 2024 -
Chartered Financial Consultant (ChFC)
The American College of Financial ServicesNov, 2021- Sep, 2024 -
Series 6
FINRA -
Series 63
FINRA
Experience
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Abundance Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Owner, Wealth Management Advisor CFP® ChFC®
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Aug 2022 - Present
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor ChFC®
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Dec 2017 - Jul 2022
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Music Meadows Ranch
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United States
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Ranching
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Equine Manager
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Jun 2013 - Aug 2016
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Ranch Hand
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May 2014 - Aug 2014
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New Zealand Wineries
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United Kingdom
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Wine & Spirits
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1 - 100 Employee
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Assistant Operations Specialist
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Sep 2015 - May 2016
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Bethel University
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United States
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Higher Education
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700 & Above Employee
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Teaching Assistant
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Jan 2013 - May 2015
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Education
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Bethel University
Bachelor's Degree, Communication