Lewis
Baker
Rock Creek Wealth Planners And Advisors LLC
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About this Advisor
Lewis Baker is a certified financial planner working in Silver Spring, Maryland with 4 years of relevant experience. Baker is an advisor for Rock Creek Wealth Planners And Advisors LLC. The advisor has gained experience at Baker, Schilling, Smith - Wealth Strategies, 2Nd Ward Development, United Planners' Financial Services, Lewis Baker - Notary, Envision LLC, Arete Wealth Management LLC, Baker Wealth Strategies Inc, Baker Schilling Smith Wealth Strategies, Rock Creek Wealth Planners And Advisors, Coliseum Wealth Management, LLC, Rock Creek Wealth Planners And Advisors, LLC, Ifs Securities, Summit Brokerage Services Inc, Lewis Baker, Sole Proprietor and Cetera Advisor Networks LLC. Baker has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Delaware, District Of Columbia, Maryland, Nevada and Texas. Rock Creek Wealth Planners And Advisors LLC is a financial advisory firm headquartered in Silver Spring, MD. It has offices in two locations and just five employees. It manages $40 million in assets among its 166 customer accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Of its 166 accounts, 22% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advice typically vary depending on which services the firm provides the client. However, fee types billed by Rock Creek Wealth Planners And Advisors LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rock Creek Wealth Planners And Advisors LLC Brokerage Details
$40,263,879
5
166
$242,553
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Lewis Baker Work History
Lewis has been registered as a financial advisor for 4 years.*
Arete Wealth Management LLC
Rock Creek Wealth Planners And Advisors, LLC
Lewis Baker, Sole Proprietor
Baker Wealth Strategies Inc
Envision LLC
2Nd Ward Development
Summit Brokerage Services Inc
Cetera Advisor Networks LLC
Rock Creek Wealth Planners And Advisors
Coliseum Wealth Management, LLC
Ifs Securities
Baker Schilling Smith Wealth Strategies
United Planners' Financial Services
Lewis Baker - Notary
Baker, Schilling, Smith - Wealth Strategies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lewis Baker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rock Creek Wealth Planners And Advisors LLC
Highland Park, IL
Silver Spring, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.