Derek
Varner

Abundance Wealth Counselors, LLC

CRD#5627598
Investment Advisor
in State College, PA

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About this Advisor

Derek Varner is a financial advisor based in State College, Pennsylvania, working with Abundance Wealth Counselors, LLC. Derek has previously held positions at Aris Corporation Of America, Bucknell University, Investment Research Partners, Avail Investment Partners, and Abundance Wealth Counselors. Derek has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Derek is part of Abundance Wealth Counselors, LLC, which operates out of State College, Pennsylvania. The firm has 26 employees and manages assets totaling $1.2 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Abundance Wealth Counselors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

232 Regent Court
State College, PA 16801

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Abundance Wealth Counselors, LLC Brokerage Details

Total Assets Under Management

$1,185,413,613

PA Average: $15,833,994,310
Total Number of Employees

26

PA Average: 41
Total Number of Accounts

1,638

PA Average: 3,342
Average Account Size

$723,696

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services

Derek Varner Work History

2022 - Present (2 years)

Abundance Wealth Counselors

2021 - Present (3 years)

Investment Research Partners

2021 - Present (3 years)

Avail Investment Partners

2015 - 2021 (6 years)

Bucknell University

2008 - 2014 (6 years)

Aris Corporation Of America

Disclosures

Please visit the SEC profile of Derek Varner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Abundance Wealth Counselors, LLC

Sean Walker
State College, PA
John Schaffer
State College, PA
Toner Corl
State College, PA
Lauren Gretchen
State College, PA
Aaron Krasney
State College, PA
Derek Varner
State College, PA
Martin Wildy
State College, PA
Ann Mallison
State College, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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