Hayden
Baker

49 Financial

CRD#7401297
Investment Advisor
in Austin, TX

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About this Advisor

Hayden Baker is a financial advisor based in Austin, Texas, working with 49 Financial. Hayden has previously held positions at High Point University, Aquila Commercial, Marcus & Millichap, Purshe Kaplan Sterling Investments, Thrivent Advisor Network D/B/A 49 Financial, and 49 Financial. Hayden has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Hayden is part of 49 Financial, which operates out of Austin, Texas. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

916 S Capital Of Texas Highway Suite 2.100
Austin, TX 78746

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49 Financial Brokerage Details

Total Assets Under Management

$566,217,984

TX Average: $3,042,739,679
Total Number of Employees

103

TX Average: 49
Total Number of Accounts

3,364

TX Average: 2,315
Average Account Size

$168,317

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Hayden Baker Work History

2023 - Present (2 years)

49 Financial

2021 - Present (4 years)

Purshe Kaplan Sterling Investments

2020 - 2020 (< 1 year)

Marcus & Millichap

2020 - 2022 (2 years)

Thrivent Advisor Network D/B/A 49 Financial

2019 - 2019 (< 1 year)

Aquila Commercial

2017 - 2021 (4 years)

High Point University

2010 - 2017 (7 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Hayden 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 49 Financial

Jon Webb
Rogers, AR
Taylor Funke
Jacksonville Beach, FL
Dana Cabela
Austin, TX
Chase Bertrand
Austin, TX
Mitchell Roper
Austin, TX
Jacob Villarreal
Austin, TX
Hunter Favorite
Atlanta, GA
Cole Pettis
Prosper, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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