Curtis Mark Burkholder

Employer firm

Bare Wealth Advisors CRD 328043

$662M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2005 → 06/2024
  Securities America, Inc. Dba Bare Wealth Advisors
  Atglen, PA
• 03/2014 → 06/2024
  Securities America Advisors, Inc. Dba Bare Wealth Advisors
  Atglen, PA
• 10/2023 → Present
  Bare Financial Services, Inc. Dba Bare Wealth Advisor
  Gap, PA

Previous Registrations

• 2014-03-26 → 2024-05-31
  Securities America Advisors, Inc.
  Atglen, PA

Other Businesses

DBA: Bare Wealth Advisors Insurance Agent Position: employee Nature: Insurance licensed and assist with insurance sales. Investment Related: 0 Hours: 5 Securities Trading Hours: 5 State Date: 11/30/06 Address:835 Houston Run Dr. STE 260, Gap, PA 17527 SAA Position: Advisory Nature: Advisory Licenses Investment Related: Yes 0 Hours: 30 Securities Trading Hours: 10 Start Date 3/26/14 Address:835 Houston Run Dr. STE 260, Gap, PA 17527 CHURCH VOLUNTEER POSITION: Volunteer NATURE: Volunteer at Church INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2021 ADDRESS: 2384 New Holland Pike, Lancaster PA 17601 DESCRIPTION: Lead small group discussions; volunteer with various other activities GIVING COMMITTEE POSITION: Volunteer NATURE: Giving committee to help determine where to give funds as giving dollars have increased. Will help consider/evaluate organizations to give to INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/22/2022 ADDRESS: 835 Houston Run Dr, Ste 260, Gap PA 17527 DESCRIPTION: Meet with client and 2 other giving team members quarterly and help client decide where to give funds; provide sounding board for giving ideas YWAM LANCASTER BOARD POSITION: Board Member NATURE: Serve on governance board of YWAM Lancaster INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/21/2022 ADDRESS: 1932 W. Main St, Ephrata PA 17522 DESCRIPTION: Attend board meetings and provide input to decision making BARE WEALTH ADVISORS POSITION: Investment Advisor Representative NATURE: Investment advisor representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 10/17/2023 ADDRESS: 835 Houston Run Dr., Ste 260, Gap PA 17527 DESCRIPTION: Provide comprehensive financial planning and investment advisory advice. Review advisory accounts and provide recommendations on advisory accounts.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-16