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Aaron R Krasney

Abundance Wealth Counselors, LLC

State College, PA

CRD 5925082

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Employer firm

Abundance Wealth Counselors, LLC CRD 111740

$1.56B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Abundance Wealth Counselors, Llc

232 Regent Court, State College, PA 16801 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-08-24
  • PA RA
    APPROVED
    Since 2020-08-24

Branch Locations

232 Regent Court, State College, PA 16801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brookstone Capital Management Wheaton IL 09/2019 12/2019
Tobias Financial Advisor Plantation FL 08/2017 08/2019
Rapoport's Restaurant Group Boca Raton FL 11/2016 08/2019
Unemployed Boca Raton FL 09/2016 11/2016
Guidepoint New York NY 09/2014 09/2016
Taylor Securities Services, Inc. Harrisburg PA 08/2019 03/2020
Unemployed Harrisburg PA 04/2020 07/2020
Abundance Wealth Counselors State College PA 08/2020 Present
  • 09/2019 → 12/2019
    Brookstone Capital Management
    Wheaton, IL
  • 08/2017 → 08/2019
    Tobias Financial Advisor
    Plantation, FL
  • 11/2016 → 08/2019
    Rapoport's Restaurant Group
    Boca Raton, FL
  • 09/2016 → 11/2016
    Unemployed
    Boca Raton, FL
  • 09/2014 → 09/2016
    Guidepoint
    New York, NY
  • 08/2019 → 03/2020
    Harrisburg, PA
  • 04/2020 → 07/2020
    Unemployed
    Harrisburg, PA
  • 08/2020 → Present
    Abundance Wealth Counselors
    State College, PA
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Aaron Ross Krasney

View on SEC IAPD

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