Kurtis M Eby
Investment adviser representative at Bare Wealth Advisors
11 yearsExperience
1 stateRegistered in
$662.3MFirm assets
3 yearsFirm in business
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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
11 years in the industry.
- Bare Wealth AdvisorsSep 2024 to now
- Univest Bank and TrustFeb 2017 to Sep 2024
- Full-time EducationSep 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7998836
- Firm CRD
- 328043