AdFi
AM

Aaron Michael Huey

Investment Adviser Representative at Abundance Wealth Counselors, LLC

State College, PACRD #8211103Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Aaron Michael Huey is an investment adviser representative with Abundance Wealth Counselors, LLC in State College, PA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.

Office

232 Regent Court
State College, PA 16801

Advisors at this office: 12

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/11/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Abundance Wealth Counselors, LLCCurrent
2/11/2026 – State College, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Abundance Wealth Counselors
    May 2015 – no end date reportedState College, PA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Abundance Wealth Counselors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment services including portfolio management and private investments; family office services including trust and estate planning, tax planning, succession planning, captive insurance, banking, business counseling, and asset protection insurance; and retirement planning for individuals and groups.

Estate PlanningTax PlanningInsurance
Firm areas of expertise
Portfolio ManagementPrivate InvestmentsTrust And Estate PlanningTax PlanningSuccession PlanningCaptive InsuranceRetirement PlanningFamily OfficeAsset ProtectionBusiness CounselingFiduciary

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12
Offices listed on AdvisorFinder:
1
Main office:
State College, PA
SEC file number:
801-60373

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

Other advisors at Abundance Wealth Counselors, LLC

11 other advisors in the directory

View Abundance Wealth Counselors, LLC firm profile

Similar advisors in State College, PA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron Michael Huey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched