Ronald Dean Bare
Investment adviser representative at Bare Wealth Advisors
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$662.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Bare Wealth AdvisorsOct 2023 to now
- Bare Financial Services, Inc. dba Bare Wealth AdvisorsOct 2023 to now
- Securities America Advisors, Inc. dba Bare Wealth AdvisorsNov 2005 to now
- Securities America, Inc. dba Bare Wealth AdvisorsNov 2002 to now
- Bare Family FarmMar 1999 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (PA).
Bare Wealth Advisors
Legal name: Bare Financial Services Inc.
$662.3MAssets managed
841Clients
10Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2765864
- Firm CRD
- 328043