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Derek Wade Varner

Abundance Wealth Counselors, LLC

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About Derek Wade Varner

Derek Varner is a financial advisor who has been in the industry since 2008. Derek holds the Series 65 license and is a Chartered Financial Analyst. Derek's firm, Abundance Wealth Counselors, LLC, is based in State College, Pennsylvania. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles and pension consulting.

Firm Information

Derek Varner is currently registered with Abundance Wealth Counselors, LLC. Abundance Wealth Counselors, LLC is an investment advisor based in STATE COLLEGE, PA. The firm provides financial planning and portfolio management services to a range of clients, including high-net-worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, corporations or other businesses, insurance companies, and pooled investment vehicles. Abundance Wealth Counselors, LLC manages approximately $1 billion to $10 billion in assets. The firm has 6 licensed agents, 9 investment advisor representatives, and 3 adviser representatives for other investment advisers.
Abundance Wealth Counselors, LLC

232 REGENT COURT

STATE COLLEGE, PA 16801

$1.19B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Derek Varner’s Registration & Firm History

PA

08/03/2022 - Present

Abundance Wealth Counselors, LLC (STATE COLLEGE PA)

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Licenses & Designations

IA

Issued 01/28/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek Wade Varner.
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