CW
Candice J. Wisdom
RW BAKER WEALTH MANAGEMENT GROUP LLC
Cheyenne, WY 82001
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CRD#: 7664389
CW
Professional summary
Candice Jean Wisdom, who also goes by Candice Jean Wilson, is a registered financial advisor currently at RW BAKER WEALTH MANAGEMENT GROUP LLC located in Cheyenne, Wyoming.
Candice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Candice has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Candice Jean Wilson
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.
Altitude Chophouse & Brewery. Not investment related. 320 S 2nd St. Laramie, WY 82070. Restaurant. Bartender. Bartender & Catering. 09/2022. Hrs/month 20 and 0 during trading hrs. Set up and serve beverages in club level suites for the University of Wyoming Football Games. Off site catering.
CRS (Client Relationship Summary) - RIA
Click below to view Candice Jean Wisdom'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®
NoneExperience
Current
April 3, 2023 - Present
RW BAKER WEALTH MANAGEMENT GROUP LLC
Office #1: 100 W. 17th Street, Cheyenne, WY 82001RIA
CRD#: 297087
Cheyenne, WY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RB
RW BAKER WEALTH MANAGEMENT GROUP LLC
R. W. BAKER WEALTH MANAGEMENT GROUP LLC | RW BAKER WEALTH MANAGEMENT GROUP LLC
CRD#: 297087 / SEC#: 801-121877
RIA
Registered Investment Advisory firm - (7/29/2021 Approved)Arizona
Registered Investment Advisory firm - (7/29/2021 Terminated)Colorado
Registered Investment Advisory firm - (7/30/2021 Terminated)Texas
Registered Investment Advisory firm - (7/29/2021 Terminated)Wyoming
Registered Investment Advisory firm - (7/29/2021 Terminated)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
Wyoming(4/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
RB
RW BAKER WEALTH MANAGEMENT GROUP LLC
R. W. BAKER WEALTH MANAGEMENT GROUP LLC | RW BAKER WEALTH MANAGEMENT GROUP LLC
CRD#: 297087 / SEC#: 801-121877
RIA
Registered Investment Advisory firm - (7/29/2021 Approved)Arizona
Registered Investment Advisory firm - (7/29/2021 Terminated)Colorado
Registered Investment Advisory firm - (7/30/2021 Terminated)Texas
Registered Investment Advisory firm - (7/29/2021 Terminated)Wyoming
Registered Investment Advisory firm - (7/29/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 W. 17th Street, Cheyenne, WY 82001
Mailing Address
Phone number
(307) 514-4445
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 356 |
| AUM (Assets Under Management) | $ 120,961,048 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RW BAKER WEALTH MANAGEMENT GROUP LLC
CRD#: 297087Cheyenne, WY 82001TRUST BUT VERIFY
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