Rosalyn Baker, financial advisor Cheyenne WY

Rosalyn Baker

CRD Number: 1078293
Current Firm: R. W. Baker Wealth Management Group LLC

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.

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Company Name Location Dates Years
R.w. Baker Wealth Management Group LLC Cheyenne, WY Jun 2018 - Current 5
Purshe Kaplan Sterling Investments, Inc. Albany, NY Jun 2018 - Current 5
Rbc Capital Markets Corporation Cheyenne, WY Mar 2008 - Jun 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Rosalyn W. Baker
Phone Number: 307-514-4445
Registered State(s):
  • AZ
  • CO
  • TX
  • WY
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    328
    ACCOUNTS
  • 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

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

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