Advisor at RW Baker Wealth Management Group LLC
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Firm
RW Baker Wealth Management Group LLC
Location
Cheyenne, WY 82001
Credentials
Series 63, Series 65
Industry experience
43 years
Rosalyn Baker is a financial advisor with RW Baker Wealth Management Group LLC in Cheyenne, Wyoming. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and RBC Capital Markets Corporation. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts and estates. The firm manages all assets on a non-discretionary basis with an emphasis on 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
Texas · Wyoming
R.W. Baker Wealth Management Group LLC
2018 - Present (8 years)
Purshe Kaplan Sterling Investments, Inc
2018 - 2022 (4 years)
Rbc Capital Markets Corporation
2008 - 2018 (10 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
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.
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 65
Cheyenne, WY
RW Baker Wealth Management Group LLC
Series 66
Cheyenne, WY
TCP Asset Management, LLC
Series 63, Series 65
Cheyenne, WY
Primerica Advisors
Series 66
Cheyenne, WY
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