Oakley Baker (CRD# 7395555) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Bloomington, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carlson Capital Management, LLC | Northfield, MN | Feb 2023 - Current | 1 |
| Garda Capital Partners | Minneapolis, MN | Oct 2022 - Jan 2023 | < 1 |
| Unemployed | Minneapolis, MN | Jul 2022 - Sep 2022 | < 1 |
| Ameriprise Financial Services LLC | Minneapolis, MN | Jun 2021 - Jun 2022 | 1 |
| Saint John's University | Collegeville, MN | Aug 2017 - May 2021 | 3 |
| Morgan Stanley | Minneapolis, MN | Jul 2020 - Aug 2020 | < 1 |
| Owatonna Country Club | Owatonna, MN | May 2019 - Aug 2019 | < 1 |
| Viracon | Owatonna, MN | May 2018 - Aug 2018 | < 1 |
| Viracon | Owatonna, MN | Jun 2017 - Aug 2017 | < 1 |
| Nrhge High School | New Richland, MN | Sep 2012 - Jul 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- MN
-
Total Assets Under Management3,503MILLIONS
-
Total Number of Accounts8,421ACCOUNTS
-
Average Account Value$415,947
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, GA, IA, IL, KY, MA, MN, MT, NC, NE, NH, NY, OH, OR, SC, SD, TX, WA, WI
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