Wilton Baker (CRD# 2323031) is an Investment Advisor Representative working at Nautica Asset Management LLC in Canton, MI and has over 31 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Nautica Insurance Group LLC | Canton, MI | Dec 2019 - Current | 4 |
Nautica Asset Management Llc Fka Retirement Income & Benefits So | Ann Arbor, MI | Jan 2016 - Current | 8 |
Nautica Asset Management Llc Fka Retirement Income & Benefits So | Ann Arbor, MI | Jul 2013 - Current | 10 |
Dave Baker - Sole Proprietor | Ann Arbor, MI | Mar 1993 - Current | 31 |
My Fed Retirement Werks LLC | Cantondallas, TX | May 2018 - Oct 2020 | 2 |
Thomson Reuters | Ann Arbor, MI | May 2008 - Aug 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1993 |
S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- AZ
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$69,474
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, MD, MI
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