Abundance Wealth Counselors, LLC
Abundance Wealth Counselors, LLC (CRD# 111740) is a financial advisory firm headquartered in State College, PA. They manage $1,185,413,613 in 1,638 accounts and serve the financial needs of clients across 12 states (or territories).
-
Total Assets Under Management1,185MILLION
-
Total Number of Accounts1,638ACCOUNTS
-
Average Account Value$723,696
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, DE, FL, MD, MI, NJ, NY, OH, PA, TN, TX, VA
Geoffrey Caber (CRD# 2294747) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has over 30 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.
Derek Varner (CRD# 5627598) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has over 15 years of experience in the finance industry.
Sean Walker (CRD# 7407406) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has over 2 years of experience in the finance industry.
Martin Wildy (CRD# 4264267) is an Investment Advisor Representative working at Abundance Wealth Counselors, LLC in State College, PA and has over 22 years of experience in the finance industry.