Advisor at Certified Wealth Management & Investment 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
Certified Wealth Management & Investment LLC
Location
Princeton, NJ 08540
Credentials
Series 63, Series 66
Industry experience
13 years
Kurtis Baker is a financial advisor at Certified Wealth Management & Investment LLC in Princeton, NJ, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has operated his own advisory business since 1998 and has been president and owner of Alternate Mortgage & Investment Corp. since 1986. Outside of his advisory work, Baker serves on the boards of the National Alliance on Mental Illness and the Everybody Loves Kenny Project, focusing on mental health education and fundraising. Certified Wealth Management & Investment LLC provides investment supervisory services, financial planning, and advisory consulting to individual and high-net-worth clients. The firm employs a fundamental analysis and tailored asset allocation approach, utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, REITs, and private placements.
Based on Certified Wealth Management & Investment LLC
Based on Certified Wealth Management & Investment LLC
Financial planning services fixed fee of $2050
3.11% to 3.51% annually (varies based on asset value, complexity, and administrative requests)
Insurance agents associated with the firm earn commissions on insurance products sold, which is separate from advisory fees.
Advisory consulting services charged at $205 per hour
Minimum fee: Minimum quarterly retainer fee of $205 Fee-only: Financial planning fixed fee of $2050; hourly advisory consulting fee of $205
101 College Road East, Suite 2
Princeton, NJ 08540
New Jersey · Texas
Certified Wealth Management & Investment LLC
2013 - Present (13 years)
Kurtis Baker
1998 - Present (28 years)
Alternative Mortgage & Investment Corp.
1986 - Present (40 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 63, Series 65
Princeton, NJ
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