Tyler S. Baker

BAKER WEALTH GROUP LLC

Lagrange, GA 30240

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CRD#: 6785009

Professional summary

Tyler Steven Baker, CFP® is a registered financial advisor currently at BAKER WEALTH GROUP LLC located in Lagrange, Georgia.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Tyler has worked at 4 firms .

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 Tyler Steven 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: 2016

Experience

Current

January 28, 2022 - Present

BAKER WEALTH GROUP LLC

Office #1: 119 Ridley Ave Suite 102, Lagrange, GA 30240

RIA

CRD#: 317841

Lagrange, GA

Past

April 2, 2019 - January 21, 2022

MARINER WEALTH

RIA

CRD#: 140195

HOUSTON, TX

Past

October 19, 2017 - March 7, 2019

WILLIS JOHNSON & ASSOCIATES, INC.

RIA

CRD#: 119759

HOUSTON, TX

Past

May 2, 2017 - October 16, 2017

SG FINANCIAL ADVISORS, LLC

RIA

CRD#: 133824

SANDY SPRINGS, GA

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

Georgia
(1/28/2022)

IAR

Texas
(3/8/2023)

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

Current Firm

BAKER WEALTH GROUP LLC

CRD#: 317841 / SEC#:

Georgia

Registered Investment Advisory firm - (1/28/2022 Approved)

Texas

Registered Investment Advisory firm - (3/2/2023 Conditional Restricted)

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Contact information

Main Address

119 Ridley Ave Suite 102, Lagrange, GA 30240

Mailing Address

Phone number

(706) 247-8485

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	91
AUM (Assets Under Management)	$ 39,029,838

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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Tyler S. Baker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Steven Baker's CRS (Customer Relationship Summary).

Certified licenses

Experience

BAKER WEALTH GROUP LLC

MARINER WEALTH

WILLIS JOHNSON & ASSOCIATES, INC.

SG FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

BAKER WEALTH GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BAKER WEALTH GROUP LLC

TRUST BUT VERIFY

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