Candice Wisdom, financial advisor Cheyenne WY

Candice Wisdom

CRD Number: 7664389
Current Firm: Rw Baker Wealth Management Group LLC

Candice Wisdom (CRD# 7664389) is an Investment Advisor Representative working at Rw Baker Wealth Management Group LLC in Cheyenne, WY and has 1 year of experience in the finance industry.

Similar Advisors
Adam Anschultz, financial advisor Cheyenne WY
Adam M. Anschultz
CRD# 6800014
Integrity Financial Corporation
Similar Advisors
Sarah Archer, financial advisor Cheyenne WY
Sarah J. Archer
CRD# 5843776
Integrity Financial Corporation
Similar Advisors
Rosalyn Baker, financial advisor Cheyenne WY
Rosalyn W. Baker
CRD# 1078293
Rw Baker Wealth Management Group LLC
Company Name Location Dates Years
Rw Baker Wealth Management Cheyenne, WY Mar 2021 - Current 3
Altitude Chophouse & Brewery Laramie, WY Aug 2020 - Current 3
Purshe Kaplan Sterling Investments Albany, NY Dec 2022 - Dec 2022 < 1
Magpul Industries Cheyenne, WY Aug 2020 - Mar 2021 < 1
Unemployed Cheyenne, WY Mar 2020 - Aug 2020 < 1
Little America Resorts Cheyenne, WY Jan 2020 - Mar 2020 < 1
Sanford's Grub And Pub Cheyenne, WY Feb 2014 - Dec 2019 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2023
Contact Info for Candice J. Wisdom
Phone Number: 307-514-4445
Registered State(s):
  • WY
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $323,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, CA, CO, IL, NE, TX, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.