Aislinn Baker (CRD# 6192633) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bellevue, WA and has over 8 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Stifel | Billings, MT | May 2013 - Current | 11 |
Uberbrew | Billings, MT | Jul 2012 - Current | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- TX
- WA
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
-
Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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