RK
Ryan M. Kurtz
BARE WEALTH ADVISORS
Gap, PA 17527
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CRD#: 3087280
RK
Professional summary
Ryan Matthew Kurtz, who also goes by Ryan Kurtz, is a registered financial advisor currently at BARE WEALTH ADVISORS located in Gap, Pennsylvania.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Ryan has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Kurtz
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.
***DBA: Bare Wealth Advisors ***INSURANCE SALES POSITION: Insuance agent NATURE: 2) RYAN KURTZ - INSURANCE SALES - AGENT - NON INVESTMENT RELATED - START DATE: 12/2012 - LOCATED AT 835 Houston Run Drive Suite 260 Gap PA 17527 INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 12/01/2012 ADDRESS: 835 houston Run Dr, Suite 260, Gap PA 17527 DESCRIPTION: I am a financial adviser. If insurance is needed in someone's situation I am able to help them set up coverage ***PUPPY SALES POSITION: raise puppies NATURE: Our family is raising and selling puppies from our pet dog INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2021 ADDRESS: 181 hillcrest Rd, new holland PA 17557 DESCRIPTION: selling puppies ***BARE WEALTH ADVISORS POSITION: investment advisor representative NATURE: Investment Advisor Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 40 START DATE: 10/17/2023 ADDRESS: 835 Houston Run Drive Suite 260, Gap PA 17527 DESCRIPTION: Provide comprehensive financial planning and investment advisors advice Review and provide investment recommendations on advisory accounts
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Matthew Kurtz'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®
NoneExperience
Current
October 16, 2023 - Present
BARE WEALTH ADVISORS
Office #1: 835 Houston Run Drive Suite 260, Gap, PA 17527RIA
CRD#: 328043
Gap, PA
Past
October 20, 2015 - May 31, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
Gap, PA
Past
July 6, 2015 - May 31, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
GAP, PA
Past
March 21, 2013 - December 31, 2013
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
NEW HOLLAND, PA
Past
June 26, 2001 - February 24, 2003
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Past
May 18, 2000 - June 14, 2001
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
October 14, 1998 - May 18, 2000
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
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
General Industry/Product Exam
General Industry/Product 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BARE WEALTH ADVISORS
CRD#: 328043Gap, PA 17527TRUST BUT VERIFY
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