CB
CB

Chad Baker

8 Years of Experience
Kearns, UT
Broker

Chad Baker is a registered investment advisor at Wells Fargo Advisors, based in Kearns, UT, with 8 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Kearns, UT

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Chad is an assistant ward clerk over finance for the Church of Jesus Christ of Latter Day Saints, spending a few hours per week depositing donations, issuing reimbursements, and charitable distributions. He is also a guardian for his daughter, dedicating a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
December 2024 - Present · 1 yr 5 mos
Wells Fargo Advisors Financial Network, LLC
December 2024 - Present · 1 yr 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2024 - Present · 1 yr 5 mos
Wells Fargo Advisors
February 2018 - Present · 8 yrs 3 mos
Wells Fargo Clearing Services, LLC
January 2018 - Present · 8 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2018 - Present · 8 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.
Chad Baker - Financial Advisor | TrueAdvisor