Rw Baker Wealth Management Group LLC

Rw Baker Wealth Management Group LLC (CRD# 297087) is a financial advisory firm headquartered in Cheyenne, WY. They manage $107,973,213 in 334 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
100 W. 17th Street, Cheyenne, WY 82001
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $323,273
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Rw Baker Wealth Management Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Rosalyn Baker, financial advisor Cheyenne WY
Rosalyn W. Baker
CRD#: 1078293
100 W. 17th Street, Cheyenne, WY 82001

Rosalyn Baker (CRD# 1078293) is an Investment Advisor Representative working at Rw Baker Wealth Management Group LLC in Cheyenne, WY and has over 41 years of experience in the finance industry.

2
Candice Wisdom, financial advisor Cheyenne WY
Candice J. Wisdom
CRD#: 7664389
100 W. 17th Street, Cheyenne, WY 82001

Candice Wisdom (CRD# 7664389) is an Investment Advisor Representative working at Rw Baker Wealth Management Group LLC in Cheyenne, WY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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