Ronald D. Bare
BARE WEALTH ADVISORS
Gap, PA 17527
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CRD#: 2765864
Professional summary
Ronald Dean Bare, CFP®, who also goes by Ronald D Bare, is a registered financial advisor currently at BARE WEALTH ADVISORS located in Gap, Pennsylvania.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Ronald has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ronald D Bare
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
**TRUSTEE/POA -backup trustee -listed as a secondary trustee & Power of attorney for my aunt. Her son listed as primary. INVEST RELATED No #HRS 0 SEC TRADE HRS 0 -3/20/15 -1600 Swan Rd, Atglen PA 19310 -If do serve, would require acting as trustee for her trust formed in her will. **TRUSTEE/POA -trustee -listed as a trustee for my uncle's life insurance trust. INVEST RELATED Yes #HRS 0 SEC TRADE HRS 0 -3/6/15 -1600 Swan Rd, Atglen PA 19310 -If needed, would act as trustee for uncle's life insurance trust that benefits his 4 children. **CHURCH BOARD MEMBER -serve as board member -Board of local church in which am a member INVEST RELATED No #HRS 1 SEC TRADE HRS 0 -1/1/20 -2384 New Holland Pike, Lancaster PA 17601 -5 meetings per year - see above responsibilities **FINANCE BOARD MEMBER -committee member -church finance team INVEST RELATED No #HRS 1 SEC TRADE HRS 0 -1/1/21 -2384 New Holland Pike, Lancaster PA 17601 -attend 3-4 meetings/yr, help create budget, review financial condition (extension of church board) **GIVING COMMITTEE -advisor only - giving advisory team for client INVEST RELATED No #HRS 1 SEC TRADE HRS 1 -6/22/22 -835 Houston Run Dr, Gap PA 17527 -meet quarterly as committee to advise & help research charitable giving decisions. Client has DAF w/National Christian foundation & desires to have advisory board help decide where to give money (aligns w/goals & values). Giving amounts increasing annually, they make more decisions on where to give & want outside perspectives. **BARE FAMILY FARMS LLC -owner/manager -Farming INVEST RELATED No #HRS 30 SEC TRADE HRS 2 -3/1/99 -1600 Swan Rd Atglen PA 19310 -operate family crop & poultry farm **NATIONAL CHRISTIAN FOUNDATION GENEROSITY COUNCIL -council member -Generosity Council Member (not governance board, rather advisory only) NCF provides DAF's to many clients to help meet their giving goals. Often use DAF to help clients give shares of mutual funds/stocks etc. Do have few investment accounts in NCF's name to help manage some of our clients DAF balance (better custom management to clients overall giving goals). "Board" is advisory board only & has no decision-making authority on any accounts - NCF opened local office & want to grow local presence. INVEST RELATED No #HRS 1 SEC TRADE HRS 0 -11/1/22 -227 Granite Run Dr Ste 102, Lancaster PA 17601 -meet as advisory team few times/yr to provide advice on how the org. can best promote generosity in Lancaster PA. Not governance board & has no authority to vote or make decisions for foundation. **RENTAL PROPERTY -owner/manager -Rental property INVEST RELATED Yes #HRS 2 -8/3/23 -1602 Swan Rd, Atglen PA 19310 -Purchasing ranch home to be used as rental property. Will personally manage property. **BARE WEALTH ADVISORS -Investment advisor representative INVEST RELATED Yes #HRS 160 SEC TRADE HRS 140 -10/17/23 -835 Houston Run Dr, Gap PA 17527 -Provide Comprehensive financial planning & investment advisory advice. Review & provide recommendations on advisory accounts. **BARE FINANCIAL SERVICES, INC. -owner of Bare wealth advisors -Ins business INVEST RELATED No #HRS 15 SEC TRADE HRS 10 -5/12/01 -835 Houston Run Dr Ste 260, Gap PA 17527 -ins sales **0 -speaker -public speaking, sometimes asked to speak on general financial planning/biblical based principles. Talks approved unless unscripted then send recording for approval. INVEST RELATED Yes #HRS 1 SEC TRADE HRS 1 -2/1/24 -835 Houston Run, Gap PA 17527 -could include speaking about investment principles, usually not but never anything specific.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Dean Bare's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
October 16, 2023 - Present
BARE WEALTH ADVISORS
Office #1: 835 Houston Run Drive Suite 260, Gap, PA 17527RIA
CRD#: 328043
Gap, PA
Past
November 14, 2005 - June 5, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
ATGLEN, PA
Past
November 12, 2002 - June 5, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
GAP, PA
Past
January 18, 2002 - November 9, 2005
MASTER'S ADVISORS, INC.
RIA
CRD#: 114365
ATGLEN, PA
Past
May 9, 2001 - November 12, 2002
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
July 22, 1996 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
July 22, 1996 - May 10, 2001
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BARE WEALTH ADVISORS
BARE FINANCIAL SERVICES INC. | BARE WEALTH ADVISORS
CRD#: 328043 / SEC#: 801-128789
RIA
Registered Investment Advisory firm - (9/28/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(10/16/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BW
BARE WEALTH ADVISORS
BARE FINANCIAL SERVICES INC. | BARE WEALTH ADVISORS
CRD#: 328043 / SEC#: 801-128789
RIA
Registered Investment Advisory firm - (9/28/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
835 Houston Run Drive Suite 260, Gap, PA 17527
Mailing Address
Phone number
(717) 407-5200
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,283 |
| AUM (Assets Under Management) | $ 509,336,137 |
Red Flags
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Company Information
BARE WEALTH ADVISORS
CRD#: 328043Gap, PA 17527TRUST BUT VERIFY
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