AK
CFP
AK
CFP

Aaron Krasney

6 Years of Experience
State College, PA

Aaron Krasney is a CFP-designated registered investment advisor at Abundance Wealth Counselors, LLC, based in State College, PA, with 6 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 511 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$1.6B
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Location

232 Regent Court, State College, PA, 16801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Abundance Wealth Counselors, LLC
August 2020 - Present · 5 yrs 8 mos
Previous Registrations
Taylor Securities Services, INC.
January 2020 - July 2020 · 6 mos
Brookstone Capital Management LLC
September 2019 - January 2020 · 4 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Aaron Krasney - Financial Advisor | TrueAdvisor