Abundance Wealth Counselors LLC
Legal Name: ABUNDANCE WEALTH COUNSELORS, LLC
Full Contact Details
Abundance Wealth Counselors LLC
232 REGENT COURT, STATE COLLEGE, PA
814.861.3810
814.861.3811
Other Info
Abundance Wealth Counselors LLC, a PA Limited Liability Company, has 15 employees, including 6 professionals in advisory roles. While the number of clients they serve remains unknown, their last reported SEC status is listed as Approved, and they have been registered since June 25, 2001.
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Skip to the content About Us Services Meet Your Team Resource Library Contact Us Client Login February 2023 Market Update & Economic Outlook In the February 2023 edition of the Market Update and Economic Outlook, Derek Varner, CFA, and Ryan Ohlson, MBA, outline… January 2023 Market Update & Econom…
Direct Owners
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CHERYL LYNN BARTRAM
CHIEF OPERATING OFFICER owns less than 5%
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JAMIE LEE FELKER
CHIEF EXECUTIVE OFFICER owns less than 5%
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JOHN JAMES SCHAFFER
CHIEF COMPLIANCE OFFICER owns less than 5%
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RICHARD FRANK DEFLURI
MANAGING MEMBER/CHIEF INVESTMENT OFFICER owns 75% or more
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LAUREN GAIL GRETCHEN
CHIEF COMPLIANCE OFFICER owns less than 5%