Rosalyn Baker
Rosalyn Baker is a registered investment advisor at Rw Baker Wealth Management Group LLC, based in Cheyenne, WY, with 43 years of industry experience. Rosalyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 196 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%. Specific fees are set forth in your agreement and may be negotiated based on account size, portfolio complexity, or other factors.
Fee Estimator
Location
100 W. 17th Street, Cheyenne, WY, 82001
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rw Baker Wealth Management Group LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Dain Rauscher IncorporatedBroker
Boettcher & CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Joseph Kelly, ChFCEdward Jones
- Natalie Collins, CFPEdward Jones
- Jay Poulignot, ChFCState Farm Investment Management CORP.
- Sandra Patrick, CFP
- Dixie Roberts, CFPAmeriprise Financial Services, LLC
- Brian Lenell, ChFCLPL Financial LLC