Ronald Dean Bare

Current Employers

Employment History

• 11/2002 → Present
  Securities America, Inc. Dba Bare Wealth Advisors
  Atglen, PA
• 03/1999 → Present
  Bare Family Farm
  Atglen, PA
• 10/2023 → Present
  Bare Financial Services, Inc. Dba Bare Wealth Advisors
  Gap, PA
• 11/2005 → Present
  Securities America Advisors, Inc. Dba Bare Wealth Advisors
  Atglen, PA

Previous Registrations

• 2005-11-14 → 2024-06-05
  Securities America Advisors, Inc.
  Atglen, PA
  Conestoga, PA
• 2002-01-18 → 2005-11-09
  Master'S Advisors, Inc.
  Atglen, PA

Other Businesses

**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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-20
• S63 Uniform Securities Agent State Law Examination
  1996-08-09

Designations

Other Names

• Ronald D Bare