Candice
Wisdom
R. W. Baker Wealth Management Group LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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R. W. Baker Wealth Management Group LLC Brokerage Details
$95,730,264
1
328
$291,861
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.*
Rw Baker Wealth Management
Altitude Chophouse & Brewery
Purshe Kaplan Sterling Investments
Magpul Industries
Little America Resorts
Sanford'S Grub And Pub
Steamboat Smoke And Steak House
Jackson'S Bar & Grill
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
Cheyenne, WY
Cheyenne, WY
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