Eliot Charles Bares

Current Employers

Employment History

• 09/2015 → 07/2018
  Kerntke Otto Mcglone Wealth Management Group
  Appleton, WI
• 08/2018 → 12/2018
  Unemployed
  San Francisco, CA
• 01/2019 → 02/2021
  Chequers Financial Management, Llc
  San Francisco, CA
• 04/2021 → 07/2024
  Gold Friday Ltd
  London
• 09/2024 → Present
  Mcglone Suttner Wealth Management
  Appleton, WI
• 09/2024 → Present
  Mcglone Suttner Wealth Management, Inc.
  Appleton, WI

Previous Registrations

• 2019-01-08 → 2021-02-16
  Chequers Financial Management Llc
  San Francisco, CA
• 2017-10-12 → 2019-01-07
  Kom Wealth Management Group, Llc
  Appleton, WI

Other Businesses

Fours Capital LLC (Partnership); Investor; Investment Related; 10 E Athens Ave. Suite 215 Ardmore PA 19003; Description: I am an investor in this trading fund. I am uncertain what the trading strategy is and I don't make any business or trading strategy decisions. I don't impact the operation of this investment fund in any way. ;Start date: 2015-06-01; 0 Hours per month devoted to business; 5 Percent of total yearly compensation is expected to be derived from the business. A-1 Creative Acquisition LLC (S Corp); Investor; Non Investment Related; 400 Industrial Blvd Palmyra WI 53156; Description: This is a packaging business organized as an S Corporation in which I am an investor. I see on 2023 K1 that I own 2% of the shares. I do not have any input into business related decisions.; Responsibilities: I am not responsible for any decision making in the organization; Start date: 2016-05-10; 0 Hours per month devoted to business; 2 Percent of total yearly compensation is expected to be derived from the business; Contact person at the organization: Adam Wiese (President).

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-27

Designations