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RB

Robert J. Baker

WISMAR FINANCIAL
Nampa, ID
Some features on this profile are disabled
CRD#: 3100188
RB

Professional summary

Robert Jay Baker, CFP® is a registered financial advisor currently at WISMAR FINANCIAL located in Nampa, Idaho.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jay Baker's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

September 25, 2025 - Present

WISMAR FINANCIAL

RIA
CRD#: 337662
Nampa, ID
Past

July 1, 2016 - December 5, 2025

WISMAR FINANCIAL LLC

RIA
CRD#: 283920
NAMPA, ID
Past

May 24, 2004 - June 22, 2016

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
NAMPA, ID
Past

August 31, 1998 - June 22, 2016

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
NAMPA, ID

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/25/2025)
IAR
Idaho
(10/22/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/5/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/18/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/22/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/28/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/28/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WF
WISMAR FINANCIAL
BAKER AND BAKER FINANCIAL LLC | WISMAR FINANCIAL

CRD#: 337662 / SEC#:

California
Registered Investment Advisory firm - (9/25/2025 Approved)
Idaho
Registered Investment Advisory firm - (10/21/2025 Approved)
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Contact information

Main Address
2521 Palomar Airport Rd Ste. 105-742, Carlsbad, CA 92011
Mailing Address
Phone number
(858) 205-5343
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts17
AUM (Assets Under Management)$ 3,430,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WISMAR FINANCIAL

CRD#: 337662Nampa, ID

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