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john dewayne baker

john d. baker

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CRD#: 704511
john dewayne baker

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

john dewayne baker, who also goes by John Dewayne Baker, John Baker, was a registered financial professional .

john is a previously registered financial professional and started their career in finance in 1980. john had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Biography


A seasoned member of the wealth management industry, John has been working in the field for more than three decades. He partners with clients to define their unique financial objectives and develop personalized plans to help them manage those goals, paying close attention to life events that may dictate revisions in order to continue towards their target. He is also a *Five Star Wealth Manager (2017-2022) award winner.* John and his wife Pamela have been married for 32 years. John is passionate about making wine, cheese and sopressata and enjoys the occasional cigar. *Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021 or 2022 FIVE STAR Wealth Managers. Awarded 6/01/17 for the period of 9/27/16 - 4/11/17. Awarded 6/01/18 for the period of 9/28/17 - 4/17/18. Awarded 6/01/19 for the period of 9/17/18 - 4/12/19. Awarded 6/01/20 for the period of 9/16/19 - 4/10/20. Awarded 6/01/21 for the period of 9/07/20 - 4/23/21. Awarded 6/01/22 for the period of 9/27/21 - 3/25/22.
top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Dewayne Baker | John Baker

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.
1)03/2020 - DBA for LPL Business (entity for LPL business) - WEALTH ENHANCEMENT GROUP - 100% - INVESTMENT RELATED - UNIONTOWN, PA 15401

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 9, 2020 - May 1, 2025

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

BD
CRD#: 130139
PLYMOUTH, MN
Past

March 2, 2020 - May 1, 2025

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
UNIONTOWN, PA
Past

March 2, 2020 - May 16, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
UNIONTOWN, PA
Past

November 28, 2007 - March 6, 2020

BPU INVESTMENT MANAGEMENT INC.

RIA
CRD#: 17058
UNIONTOWN, PA
Past

November 28, 2007 - March 6, 2020

BPU INVESTMENT MANAGEMENT INC.

BD
CRD#: 17058
UNIONTOWN, PA
Past

June 25, 2005 - November 26, 2007

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
UNIONTOWN, PA
Past

June 25, 2005 - November 26, 2007

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
UNIONTOWN, PA
Past

April 18, 2005 - June 25, 2005

PARKER/HUNTER INCORPORATED

RIA
CRD#: 7324
UNIONTOWN, PA
Past

March 30, 1995 - June 25, 2005

PARKER/HUNTER INCORPORATED

BD
CRD#: 7324
PITTSBURGH, PA
Past

October 7, 1993 - March 29, 1995

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

July 18, 1983 - July 29, 1985

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
Past

August 19, 1980 - January 3, 1983

WADDELL & REED

BD
CRD#: 866
Past

February 22, 1980 - September 25, 1980

FINANCIAL ESTATE PLANNING, INC.

BD
CRD#: 287

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/17/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WE
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

CRD#: 130139 / SEC#: , 8-66305

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
505 N Highway 169 Suite 900, Plymouth, MN 55441
Mailing Address
505 N Highway 169 Suite 900, Plymouth, MN 55441
Phone number
(763) 417-1700
Established
Minnesota since 06/02/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
WEALTH ENHANCEMENT GROUP, LLCOWNER
CAHN, JAMES LORENVICE PRESIDENT6052512
CAIN, STEPHANIE MHEAD OF SUPERVISION4081085
CLARK, LISA LYNNOPERATIONS OFFICER2271616
DEKKO, JEFFREY THOMAS HAROLDVICE PRESIDENT4648018
DIECKHAUS, JOSEPH ALANCHIEF COMPLIANCE OFFICER5374613
FURCHT, ELIZABETH ANNSECRETARY5778785
WINDORSKI, KELLY JOSEPHCHIEF MANAGER AND CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, TREASURER, AND FINANCIAL OPERATIONS PRINCIPAL3211118

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


WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

Vice President, Financial AdvisorCRD#: 130139

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