Lauren
Gretchen
Abundance Wealth Counselors, LLC
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About this Advisor
Lauren Gretchen is a financial advisor operating out of State College, Pennsylvania with 3 years of relevant experience. Gretchen currently works for Abundance Wealth Counselors, LLC. Throughout their career, they have worked at Planning Solutions Group, LLC, Triad Advisors, Swayze LLC and Abundance Wealth Counselors. Gretchen maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in Pennsylvania. Abundance Wealth Counselors, LLC is an advisory business headquartered in State College, PA. It oversees $1 billion in total assets between its 1,476 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,476 accounts, 36% are held by high-net-worth clients who have greater than $1 million in investable assets. Abundance Wealth Counselors, LLC has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and pension consulting services. Fees for financial management usually are based on which services are offered. However, fees billed by Abundance Wealth Counselors, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abundance Wealth Counselors, LLC Brokerage Details
$1,068,883,279
26
1,476
$724,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Lauren Gretchen Work History
Lauren has been registered as a financial advisor for 3 years.*
Abundance Wealth Counselors
Swayze LLC
Planning Solutions Group, LLC
Triad Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lauren Gretchen 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
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
State College, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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