Abundance Wealth Counselors, LLC

Abundance Wealth Counselors, LLC (CRD# 111740) is a financial advisory firm headquartered in State College, PA. They manage $729,332,705 in 1,118 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    729
    MILLION
  • Total Number of Accounts
    1,118
    ACCOUNTS
  • Average Account Value
    $652,355
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, MD, MI, NY, PA, TX, VA

Financial Advisors at Abundance Wealth Counselors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Richard F. Defluri
CRD#: 851214
232 Regent Court, State College, PA 16801

Richard Defluri (CRD# 851214) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has 1 year of experience in the finance industry.

2
Jamie L. Felker
CRD#: 5769657
232 Regent Court, State College, PA 16801

Jamie Felker (CRD# 5769657) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has 1 year of experience in the finance industry.

3
Lauren G. Gretchen
CRD#: 2690894
232 Regent Court, State College, PA 16801

Lauren Gretchen (CRD# 2690894) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has over 24 years of experience in the finance industry.

4
Daniel T. McCurdy
CRD#: 5528084
232 Regent Court, State College, PA 16801

Daniel McCurdy (CRD# 5528084) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has over 8 years of experience in the finance industry.

5
John J. Schaffer
CRD#: 6291332
232 Regent Court, State College, PA 16801

John Schaffer (CRD# 6291332) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has 1 year of experience in the finance industry.

6
Aaron R. Krasney
CRD#: 5925082
232 Regent Court, State College, PA 16801

Aaron Krasney (CRD# 5925082) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has 1 year of experience in the finance industry. Aaron Krasney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ann L. Mallison
CRD#: 7202726
232 Regent Court, State College, PA 16801

Ann Mallison (CRD# 7202726) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has 1 year of experience in the finance industry.

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