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Ann Leslie Mallison

Abundance Wealth Counselors, LLC

State College, PA

CRD 7202726

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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 2019-11-22
  • PA RA
    APPROVED
    Since 2019-11-22

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
Abundance Wealth Counselors State College PA 11/2019 Present
The Pennsylvania State University University Park PA 09/2019 10/2019
The Pennsylvania State University University Park PA 03/2019 06/2019
The Pennsylvania State University University Park PA 05/2018 08/2018
The Pennsylvania State University University Park PA 01/2018 05/2018
The Pennsylvania State University University Park PA 05/2017 07/2017
Student State College PA 08/2016 05/2019
  • 11/2019 → Present
    Abundance Wealth Counselors
    State College, PA
  • 09/2019 → 10/2019
    The Pennsylvania State University
    University Park, PA
  • 03/2019 → 06/2019
    The Pennsylvania State University
    University Park, PA
  • 05/2018 → 08/2018
    The Pennsylvania State University
    University Park, PA
  • 01/2018 → 05/2018
    The Pennsylvania State University
    University Park, PA
  • 05/2017 → 07/2017
    The Pennsylvania State University
    University Park, PA
  • 08/2016 → 05/2019
    Student
    State College, PA

View on SEC IAPD

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Nearby Investors

Jeffrey Malcolm Weatherford
DOREEN LEONA KOLENO
BENJAMIN WESTPHAL PAYNE

Nearby Offices

VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · State College, PA

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