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Sean Walker

Abundance Wealth Counselors, LLC

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About Sean Walker

Sean Walker is an Investment Advisor Representative with Abundance Wealth Counselors, LLC based in State College, PA. Sean holds the Series 65 license, Uniform Investment Adviser Law Examination. Sean has been working in the financial industry since 2019. Sean has experience working at firms such as Hoffman Leakey Architects, SeaWalker Consulting, G.M. McCrossin, and Penn State University. Abundance Wealth Counselors, LLC is an independent registered investment advisor providing a variety of advisory services to individuals, families, and institutions. The firm's services include financial planning, portfolio management, and retirement planning.

Firm Information

Sean Walker 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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Sean Walker’s Registration & Firm History

PA

07/07/2021 - Present

Abundance Wealth Counselors, LLC (STATE COLLEGE PA)

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Licenses & Designations

IA

Issued 07/03/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Walker.
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