David Denlinger
Advisor at Bare Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Bare Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Gap, PA 17527
Credentials
Series 65
Industry experience
2 years
David Denlinger is a financial advisor at Bare Wealth Advisors with two years of industry experience. He holds a Series 65 credential and previously worked at Securities America, Inc. from 2021 to 2022. Outside of his advisory role, he co-manages two short-term rental properties with his wife. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm uses a disciplined, tailored investment approach incorporating multiple analysis methods and sub-advisors, including values-based model options.
Based on Bare Wealth Advisors
Based on Bare Wealth Advisors
Flat fees for financial planning services, determined case-by-case based on scope and complexity
up to 1.50% annually (tier details not specified, rate based on account size and complexity)
Commissions received from sale of non-variable insurance products (fixed insurance)
835 Houston Run Drive, Suite 260
Gap, PA 17527
Pennsylvania
Securities America, Inc.
2022 - Present (4 years)
Securities America, Inc.
2021 - 2022 (1 year)
Lancaster County Meats and Deli
2020 - 2021 (1 year)
Rouge River Farms
2019 - 2020 (1 year)
PGA Tour Latino America
2017 - 2019 (2 years)
Laurel Oak Country Club
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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