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Toner Shaw Corl

Investment adviser representative at Abundance Wealth Counselors, LLC
14 yearsExperience
1 stateRegistered in
$1.6BFirm assets
25 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Abundance Wealth Counselors, LLCJul 2021 to now
  2. UnemployedMay 2021 to Jul 2021
  3. Pennsylvania State UniversitySep 2017 to May 2021
  4. SchoolSep 2012 to Sep 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (PA).

Abundance Wealth Counselors, LLC

$1.6BAssets managed
511Clients
9Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7717382
Firm CRD
111740
Advisor's SEC record (opens in a new tab)
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