Robert J. Baker

WISMAR FINANCIAL LLC

Nampa, ID

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CRD#: 3100188

Professional summary

Robert Jay Baker, CFP® is a registered financial advisor currently at WISMAR FINANCIAL LLC 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.

OWNER OF FALSTAFF PROPERTIES LLC. THIS LLC OWNS OFFICE BUILDING THAT TREASURE VALLEY GROUP RENTS AND ONE OTHER PROPERTY CURRENTLY. ADDRESS: 506 CROSSPOINT AVE. NAMPA, ID 83686. START DATE - 5/1/2009. SIX HOURS PER MONTH DURING NON TRADING HOURS. OWNER/ LANDLORD. FALSTAFF PROPERTIES LLC DOES NOT RENT TO CLIENTS OF THRIVENT FINANCIAL. I will be licensed with an insurance company of my choice to offer protection products like life insurance, disability income insurance, long term care insurance and Medicare Supplemental insurance. Soon after my RIA practice is approved and I am no longer an employee of Thrivent Financial I will acquire my wifes position in Legal Shield and offer this valuable service as a commissioned agent for Legal Shield. I own Falstaff Properties LLC which has one professional office space in Nampa, Idaho.

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

July 1, 2016 - Present

WISMAR FINANCIAL LLC

RIA

CRD#: 283920

Nampa, ID

Current

September 25, 2025 - Present

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.

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
(7/1/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/5/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/18/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/22/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/28/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/28/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WISMAR FINANCIAL LLC

BAKER AND BAKER FINANCIAL LLC | WISMAR FINANCIAL LLC | WISMAR FINANCIAL

CRD#: 283920 / SEC#:

Idaho

Registered Investment Advisory firm - (7/1/2016 Approved)

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Contact information

Main Address

Nampa, ID

Mailing Address

Po Box 822, Nampa, ID 83653

Phone number

(208) 477-7512

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 3,213,739

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.

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Robert J. Baker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WISMAR FINANCIAL LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/5/2003

Series 63

Date: 9/18/1998

SIE

Date: 6/22/2016

Series 7

Date: 4/28/2003

Series 6

Date: 8/28/1998

Current Firm

WISMAR FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WISMAR FINANCIAL LLC

TRUST BUT VERIFY

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