Robert Baker, financial advisor Nampa ID
83 score

Robert Baker

CRD Number: 3100188
Current Firm: Wismar Financial LLC

Robert Baker (CRD# 3100188) is an Investment Advisor Representative working at Wismar Financial LLC in Nampa, ID and has over 18 years of experience in the finance industry. Robert Baker 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.

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Professional Designations
Company Name Location Dates Years
Wismar Financial LLC Nampa, ID Jun 2016 - Current < 1
Wismar Financial LLC Nampa, ID Mar 2016 - Current < 1
Thrivent Investment Management Inc. Nampa, ID Jul 2002 - Jun 2016 13
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Jun 2016 13
Thrivent Financial Bank Nampa, ID Jul 2002 - Dec 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Nov 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Baker
Phone Number: 208-477-7512
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
Types of Clients
Registered States

ID

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BADGES
83

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