Lauren Gretchen, financial advisor State College PA

Lauren Gretchen

CRD Number: 2690894
Current Firm: Abundance Wealth Counselors, LLC

Lauren Gretchen (CRD# 2690894) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Abundance Wealth Counselors State College, PA Sep 2019 - Current 4
Swayze LLC Newtown, PA Oct 2017 - Current 6
Planning Solutions Group, LLC Fulton, MD Mar 2011 - Jul 2019 8
Triad Advisors Norcross, GA Mar 2011 - Jul 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Lauren G. Gretchen
Phone Number: 814.861.3810
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,185
    MILLIONS
  • Total Number of Accounts
    1,638
    ACCOUNTS
  • Average Account Value
    $723,696
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States

CA, DE, FL, MD, MI, NJ, NY, OH, PA, TN, TX, VA

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