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Curtis Mark Burkholder

Bare Wealth Advisors

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About Curtis Mark Burkholder

Curtis Burkholder is an investment advisor representative at Bare Wealth Advisors, a firm based in Gap, PA. Curtis has been in the financial services industry since 2005 and has a wide range of experience in financial planning, investment management, and insurance. Curtis has served as a volunteer in the community, as well as a board member for a local organization. Curtis holds a Series 7, Series 24 and Series 66 licenses, and is registered to conduct business in Pennsylvania.

Firm Information

Curtis Burkholder is currently registered with Bare Wealth Advisors. Bare Wealth Advisors is a registered investment advisor based in GAP, PA, with approximately $222,221,156 in assets under management. The firm serves high-net-worth individuals and individuals other than high-net-worth, providing financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services.
Bare Wealth Advisors

835 HOUSTON RUN DRIVE

GAP, PA 17527

$222.22M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Curtis Burkholder’s Registration & Firm History

PA

10/16/2023 - Present

Bare Wealth Advisors (GAP PA)

PA

01/25/2007 - 05/31/2024

SECURITIES AMERICA, INC. (GAP PA)

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Licenses & Designations

BOTH

Issued 10/16/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Curtis Mark Burkholder.
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