Unclaimed Profile

Lauren Gail Gretchen

ABUNDANCE WEALTH COUNSELORS, LLC·STATE COLLEGE, Pennsylvania

SIE, Series 4, Series 7, Series 24, Series 27, Series 63, Series 66Clean record17 years registeredABUNDANCE WEALTH COUNSELORS, LLC

232 REGENT COURT, STATE COLLEGE, PA 16801CRD# 2690894Firm CRD# 111740

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lauren Gail Gretchen · STATE COLLEGE, PA

Registration

CRD #2690894 · ABUNDANCE WEALTH COUNSELORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

INVESTED ADVISORS

Oct 2025 – present

ABUNDANCE WEALTH COUNSELORS, LLC

Mar 2020 – Mar 2025

NEWTOWN, PA

PLANNING SOLUTIONS GROUP, LLC

May 2011 – Sep 2019

FULTON, MD

LINCOLN FINANCIAL ADVISORS CORPORATION

Jun 2009 – Oct 2009

ROCKVILLE, MD

MML INVESTORS SERVICES, INC.

Sep 2008 – Jun 2009

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 63

Series 66

Registration record

First registered · September 3, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ABUNDANCE WEALTH COUNSELORS, LLC

CRD 111740 · SEC 801-60373

AUM

$1.2B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Lauren Gail Gretchen offer?

Lauren Gail Gretchen specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.

What are Lauren Gail Gretchen's credentials?

Lauren Gail Gretchen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lauren Gail Gretchen located?

Lauren Gail Gretchen 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 Lauren Gail Gretchen charge for services?

Lauren Gail Gretchen'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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