Eliot Charles Bares
Investment adviser representative at Mcglone Suttner Wealth Management, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Mcglone Suttner Wealth Management, Inc.Sep 2024 to now
- Gold Friday LtdApr 2021 to Jul 2024
- Chequers Financial Management, LLCJan 2019 to Feb 2021
- UnemployedAug 2018 to Dec 2018
- Kerntke Otto Mcglone Wealth Management GroupSep 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MD, WI).
Mcglone Suttner Wealth Management, Inc.
$1BAssets managed
708Clients
9Advisers
8 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
- 6562195
- Firm CRD
- 149830