AB
Aaron J. Baker
WISMAR FINANCIAL LLC
Nampa, ID
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CRD#: 8036691
AB
Professional summary
Aaron Jerome Baker, who also goes by Baker, is a registered financial advisor currently at WISMAR FINANCIAL LLC located in Nampa, Idaho.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Aaron has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
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.
Financial Services. Investment related and financial planning. Wismar FInancial LLC. 1394 West Tenzing Street Nampa, ID 83686. Partner. Start 1/1/2022. Hours 80. 80 hours during securities trading. Marketing, Research, Technical Analysis.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Jerome 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®
NoneExperience
Current
April 1, 2025 - Present
WISMAR FINANCIAL LLC
RIA
CRD#: 283920
Nampa, ID
Current
September 25, 2025 - Present
Escondido, CA
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(4/1/2025)
Exams
Current Firm
WF
WISMAR FINANCIAL LLC
BAKER AND BAKER FINANCIAL LLC | WISMAR FINANCIAL LLC | WISMAR FINANCIAL
CRD#: 283920 / SEC#:
Idaho
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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
2
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.
