Candice
Wisdom

R. W. Baker Wealth Management Group LLC

CRD#7664389
Investment Advisor
in Cheyenne, WY

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About this Advisor

Candice Wisdom is a financial advisor working out of Cheyenne, Wyoming. Wisdom is an advisor for R. W. Baker Wealth Management Group LLC. Their career trajectory has included roles at Rw Baker Wealth Management, Magpul Industries, Little America Resorts, Sanford'S Grub And Pub, Steamboat Smoke And Steak House, Altitude Chophouse & Brewery, Jackson'S Bar & Grill, Rockbottom Brewery and Purshe Kaplan Sterling Investments. Wisdom holds a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Wyoming. R. W. Baker Wealth Management Group LLC is a registered investment firm headquartered in Cheyenne, WY. It handles $96 million in total assets among its 328 customer accounts, placing it among the smaller firms in the country by assets under management. The firm advises two charities and foundations. Of its 328 customer accounts, 24% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees billed by R. W. Baker Wealth Management Group LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 W. 17Th Street
Cheyenne, WY 82001

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R. W. Baker Wealth Management Group LLC Brokerage Details

Total Assets Under Management

$95,730,264

WY Average: $484,914,235
Total Number of Employees

1

WY Average: 8
Total Number of Accounts

328

WY Average: 674
Average Account Size

$291,861

WY Average: $719,457

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Candice Wisdom Work History

Candice has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Rw Baker Wealth Management

2020 - Present (4 years)

Altitude Chophouse & Brewery

2022 - 2022 (< 1 year)

Purshe Kaplan Sterling Investments

2020 - 2021 (1 year)

Magpul Industries

2020 - 2020 (< 1 year)

Little America Resorts

2014 - 2019 (5 years)

Sanford'S Grub And Pub

2013 - 2014 (1 year)

Steamboat Smoke And Steak House

2013 - 2013 (< 1 year)

Jackson'S Bar & Grill

2007 - 2013 (6 years)

Rockbottom Brewery

*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 Candice Wisdom 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 R. W. Baker Wealth Management Group LLC

Rosalyn Baker
Cheyenne, WY
Candice Wisdom
Cheyenne, WY

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.

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