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John James Schaffer

ABUNDANCE WEALTH COUNSELORS, LLC·STATE COLLEGE, Pennsylvania
Clean record11 years registeredABUNDANCE WEALTH COUNSELORS, LLC
232 REGENT COURT, STATE COLLEGE, PA 16801CRD# 6291332Firm CRD# 111740

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John James Schaffer · STATE COLLEGE, PA
Registration
CRD #6291332 · ABUNDANCE WEALTH COUNSELORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

ABUNDANCE WEALTH COUNSELORS, LLC
Nov 2014 – present
02

Registrations & Exams

Registration record
First registered · November 12, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ABUNDANCE WEALTH COUNSELORS, LLC
CRD 111740 · SEC 801-60373
AUM
$1.2B
Regulatory assets under management
Employees
26
1,638 client accounts
Services offered by ABUNDANCE WEALTH COUNSELORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ABUNDANCE WEALTH COUNSELORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does John James Schaffer offer?
John James Schaffer specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.
What are John James Schaffer's credentials?
John James Schaffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John James Schaffer located?
John James Schaffer is based in STATE COLLEGE, Pennsylvania, working with ABUNDANCE WEALTH COUNSELORS, LLC. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.
How does John James Schaffer charge for services?
John James Schaffer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABUNDANCE WEALTH COUNSELORS, LLC?
ABUNDANCE WEALTH COUNSELORS, LLC has approximately 26 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ABUNDANCE WEALTH COUNSELORS, LLC

Richard Frank Defluri
STATE COLLEGE, PA
Jamie Lee Felker
STATE COLLEGE, PA
Lauren Gail Gretchen
STATE COLLEGE, PA

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Research
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