Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abby? Claim Your ProfileAbby Bare is a registered Investment Advisor Representative with Wealthspire Advisors. Abby has been working in the industry since 2002. Abby has passed the Series 63, Series 66, Series 7, and SIE exams. Abby has previously worked at CUNA Brokerage Services, Inc., United Planners' Financial Services of America A Limited Partner, Baker Tilly Capital, LLC, and WEALTHSPIRE CAPITAL, LLC. Abby specializes in retirement planning, estate planning, and college savings.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
09/20/2021 - Present
Wealthspire Advisors (Madison WI)
WI
01/28/2020 - 09/17/2021
BAKER TILLY CAPITAL, LLC (MADISON WI)
WI
09/24/2015 - 01/08/2020
WEALTHSPIRE CAPITAL, LLC (Madison WI)
WI
11/21/2006 - 08/19/2014
BAKER TILLY CAPITAL, LLC (MADISON WI)
WI
10/28/2003 - 11/30/2006
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MADISON WI)
IA
11/20/2002 - 09/02/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BOTH
Issued 09/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/10/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/10/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/10/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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