Curtis Burkholder Cka®Cap® Email & Phone Number
@barewealthadvisors.com
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Who is Curtis Burkholder Cka®Cap®? Overview
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Curtis Burkholder Cka®Cap® is listed as Chief Compliance Officer at Bare Wealth Advisors, a company with 16 employees, based in Gap, Pennsylvania, United States. AeroLeads shows a work email signal at barewealthadvisors.com and a matched LinkedIn profile for Curtis Burkholder Cka®Cap®.
Curtis Burkholder Cka®Cap® previously worked as Partner & Financial Advisor at Bare Wealth Advisors and Chief Operations Officer at Bare Wealth Advisors. Curtis Burkholder Cka®Cap® holds Bachelor'S Degree, Business Administration And Management, General from Eastern University.
Email format at Bare Wealth Advisors
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AeroLeads found 1 current-domain work email signal for Curtis Burkholder Cka®Cap®. Compare company email patterns before reaching out.
About Curtis Burkholder Cka®Cap®
We provide wealth management grounded in Biblical wisdom to encourage generosity, empower vision, and influence the world for good.Clients include:Entrepreneurs Farming families Retirees or those approaching retirement Families transitioning wealth Completed Certified Kingdom Advisor TrainingThis site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Registered Branch Office: 835 Houston Run Dr., Suite 260, Gap, PA 17527. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Registered representatives offer securities through Securities America, Inc., member FINRA(www.finra.org)/SIPC(www.sipc.org). Financial advisors offer services through Securities America Advisors, Inc. Bare Wealth Advisors and the Securities America companies are separate entities.
Listed skills include Hold Series 7, Notary Public, Series 24, Series 66, and 2 others.
Curtis Burkholder Cka®Cap®'s current company
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Curtis Burkholder Cka®Cap® work experience
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Partner & Financial Advisor
CurrentChief Operations Officer
Oversee operations staff to ensure client satisfaction and operation efficiency Assists advisors with planning and development of financial plansHelp set and track business’ strategic goalsDeveloping and managing business budgetMember of investment committee for products and managers Leading timely and appropriate staff training and developmentEstablish.
Operations Manager
Responsible for completing and processing client account applicationsFollow up on client transactions to ensure they were completed accurately and in a timely mannerAssisted with development of financial plansPlace trades and assist with account management Member of investment committee for products and managersCustomer service liaison between clients and.
Colleagues at Bare Wealth Advisors
Other employees you can reach at barewealthadvisors.com. View company contacts for 16 employees →
Ethan Bell
Colleague at Bare Wealth Advisors
Lancaster, Pennsylvania, United States, United States
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TB
Tina Bare
Colleague at Bare Wealth Advisors
Gap, Pennsylvania, United States, United States
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RB
Ron Bare, Cfp
Colleague at Bare Wealth Advisors
Gap, Pennsylvania, United States, United States
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AB
Adam Black, Cfp®
Colleague at Bare Wealth Advisors
Lancaster, Pennsylvania, United States, United States
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HH
Hudson Hoffman
Colleague at Bare Wealth Advisors
Lancaster, Pennsylvania, United States, United States
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JW
Jim Wahlberg
Colleague at Bare Wealth Advisors
Lancaster, Pennsylvania, United States, United States
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EP
Elise Parker
Colleague at Bare Wealth Advisors
Downingtown, Pennsylvania, United States, United States
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DD
David Denlinger
Colleague at Bare Wealth Advisors
Lancaster, Pennsylvania, United States, United States
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EB
Ethan Bell
Colleague at Bare Wealth Advisors
Lancaster, Pennsylvania, United States, United States
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AC
Alex Costa, Cka® Bfa™
Colleague at Bare Wealth Advisors
Malvern, Pennsylvania, United States, United States
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Curtis Burkholder Cka®Cap® education
Bachelor'S Degree, Business Administration And Management, General
Associate Of Arts - Aa, Business Administration And Management, General
Human Development And Family Studies, General
Education record
Frequently asked questions about Curtis Burkholder Cka®Cap®
Quick answers generated from the profile data available on this page.
What company does Curtis Burkholder Cka®Cap® work for?
Curtis Burkholder Cka®Cap® works for Bare Wealth Advisors.
What is Curtis Burkholder Cka®Cap®'s role at Bare Wealth Advisors?
Curtis Burkholder Cka®Cap® is listed as Chief Compliance Officer at Bare Wealth Advisors.
What is Curtis Burkholder Cka®Cap®'s email address?
AeroLeads has found 1 work email signal at @barewealthadvisors.com for Curtis Burkholder Cka®Cap® at Bare Wealth Advisors.
Where is Curtis Burkholder Cka®Cap® based?
Curtis Burkholder Cka®Cap® is based in Gap, Pennsylvania, United States while working with Bare Wealth Advisors.
What companies has Curtis Burkholder Cka®Cap® worked for?
Curtis Burkholder Cka®Cap® has worked for Bare Wealth Advisors.
Who are Curtis Burkholder Cka®Cap®'s colleagues at Bare Wealth Advisors?
Curtis Burkholder Cka®Cap®'s colleagues at Bare Wealth Advisors include Ethan Bell, Tina Bare, Ron Bare, Cfp, Adam Black, Cfp®, and Hudson Hoffman.
How can I contact Curtis Burkholder Cka®Cap®?
You can use AeroLeads to view verified contact signals for Curtis Burkholder Cka®Cap® at Bare Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Curtis Burkholder Cka®Cap® attend?
Curtis Burkholder Cka®Cap® holds Bachelor'S Degree, Business Administration And Management, General from Eastern University.
What skills is Curtis Burkholder Cka®Cap® known for?
Curtis Burkholder Cka®Cap® is listed with skills including Hold Series 7, Notary Public, Series 24, Series 66, Life And Health Insurance Licenses, and Pa Life And Health License.
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