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Curtis Mark Burkholder

BARE FINANCIAL SERVICES INC.·GAP, Pennsylvania
Clean recordBARE FINANCIAL SERVICES INC.
835 HOUSTON RUN DRIVE, GAP, PA 17527CRD# 4979988Firm CRD# 328043

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Curtis Mark Burkholder · GAP, PA
Registration
CRD #4979988 · BARE FINANCIAL SERVICES INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Curtis Mark Burkholder is a registered financial advisor based in GAP, Pennsylvania, affiliated with BARE FINANCIAL SERVICES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BARE FINANCIAL SERVICES INC.
BARE WEALTH ADVISORS
AUM
$222M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at BARE FINANCIAL SERVICES INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 4979988
Firm CRD# 328043
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Curtis Mark Burkholder offer?
Curtis Mark Burkholder specializes in Financial Planning, Investment Management. Contact their office in GAP, Pennsylvania for a consultation.
What are Curtis Mark Burkholder's credentials?
Curtis Mark Burkholder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis Mark Burkholder located?
Curtis Mark Burkholder is based in GAP, Pennsylvania, working with BARE FINANCIAL SERVICES INC.. Their office serves clients in the GAP metropolitan area and surrounding communities.
How does Curtis Mark Burkholder charge for services?
Curtis Mark Burkholder's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARE FINANCIAL SERVICES INC.?
BARE FINANCIAL SERVICES INC. has approximately 16 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BARE FINANCIAL SERVICES INC.

Ronald Dean Bare
GAP, PA
Sean Tonnemacher
GAP, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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