Advisor at RW Baker Wealth Management Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
RW Baker Wealth Management Group LLC
Location
Cheyenne, WY 82001
Credentials
Series 65
Industry experience
3 years
Candice Wisdom is a financial advisor with RW Baker Wealth Management Group LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and has experience in the hospitality industry, including a role at Altitude Chophouse & Brewery. Candice is also a Notary Public for the State of Wyoming. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts. The firm manages portfolios on a non-discretionary basis, emphasizing broad diversification, tax efficiency, and low-cost investment options.
Based on RW Baker Wealth Management Group LLC
Based on RW Baker Wealth Management Group LLC
Fixed financial planning fees range from $1,000 to $10,000
Up to $300 per hour for financial planning and consulting services
Account minimum: $50,000 Fee-only: Fixed fees for financial plans range from $1,000 to $10,000; hourly rate up to $300 per hour
100 W. 17 Th Street
Cheyenne, WY 82001
Wyoming
Purshe Kaplan Sterling Investments
2022 - 2022 (1 year)
RW Baker Wealth Management
2021 - Present (5 years)
Altitude Chophouse & Brewery
2020 - 2023 (3 years)
Magpul Industries
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
Little America Resorts
2020 - 2020 (1 year)
Sanford's Grub and Pub
2014 - 2019 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Cheyenne, WY
Net Income LLC
CFP®, Series 63, Series 65
Cheyenne, WY
Ball & Company
Series 63, Series 65
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RW Baker Wealth Management Group LLC
Series 66
Cheyenne, WY
TCP Asset Management, LLC
Series 63, Series 65
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Primerica Advisors
Series 66
Cheyenne, WY
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