Dennis Bares (CRD# 6123824) is an Investment Advisor Representative working at River Tree Capital Management in Bonita Springs, FL and has over 12 years of experience in the finance industry. Dennis Bares has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| River Tree Capital Management (fka Bares Consulting Services) | Bonita Springs, FL | May 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- FL
- MN
- TX
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts66ACCOUNTS
-
Average Account Value$299,659
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, MN, TX
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