RB
CFP · ChFC
RB
CFP · ChFC
Robert Baker is a CFP, ChFC-designated registered investment advisor at Wismar Financial, based in Nampa, ID, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17 clients with $3.4M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
17 clients
Average Client Portfolio
$202K average
Assets Under Management
$3.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Nampa, ID
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2015Settled
Employment History
Current Registrations
Wismar Financial
September 2025 - Present · 8 mos
Previous Registrations
Wismar Financial LLC
July 2016 - December 2025 · 9 yrs 5 mos
Thrivent Investment Management INC.
May 2004 - June 2016 · 12 yrs 1 mo
Thrivent Investment Management INC.Broker
August 1998 - June 2016 · 17 yrs 10 mos
State Registrations2 states
CAID
Advisor
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
No exam information available for this advisor.