Rebecca Baldus, financial advisor Powell TN
96 score

Rebecca Baldus

CRD Number: 1071669
Current Firm: Ssn Advisory, Inc.

Rebecca Baldus (CRD# 1071669) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Powell, TN and has over 33 years of experience in the finance industry. Rebecca Baldus 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.

Similar Advisors
Spencer Hall, financial advisor Powell TN
Spencer S. Hall
CRD# 5821183
Retirement Planning Services, LLC
Score
100
Similar Advisors
Michael Cox, financial advisor Powell TN
Michael E. Cox
CRD# 2129658
Cw Securities, LLC
Score
98
Similar Advisors
Ralph Alexander, financial advisor Powell TN
Ralph Alexander
CRD# 2822
Ameriprise Financial Services, Inc.
Score
96
Professional Designations
Company Name Location Dates Years
Securities Service Network Powell, TN Apr 2011 - Current 5
Rebecca H. Baldus Knoxville, TN Feb 2000 - Current 16
Securities America Advisors, Inc. Powell, TN Apr 1999 - Apr 2011 12
Securities America, Inc. Powell, TN Mar 1999 - Apr 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
Contact Info for Rebecca H. Baldus
Phone Number: 800-264-5499
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,482
    MILLIONS
  • Total Number of Accounts
    8,662
    ACCOUNTS
  • Average Account Value
    $171,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Rebecca Baldus and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.