R. W. Baker Wealth Management Group LLC
R. W. Baker Wealth Management Group LLC (CRD# 297087) is a financial advisory firm headquartered in Cheyenne, WY. They manage $95,730,264 in 328 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
R. W. Baker Wealth Management Group LLC
By the Numbers
-
Total Assets Under Management96MILLION
-
Total Number of Accounts328ACCOUNTS
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Average Account Value$291,861
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, IL, NE, TX, WY
Financial Advisors at R. W. Baker Wealth Management Group LLC
1
Rosalyn Baker (CRD# 1078293) is an Investment Advisor Representative working at R. W. Baker Wealth Management Group LLC in Cheyenne, WY and has over 41 years of experience in the finance industry.
2
Candice Wisdom (CRD# 7664389) is an Investment Advisor Representative working at R. W. Baker Wealth Management Group LLC in Cheyenne, WY and has 1 year of experience in the finance industry.
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