Sierra Baker is a registered investment advisor, based in Zanesville, OH, with 5 years of industry experience.
Location
3983 Nothpoint Dr, Suite 2, Zanesville, OH, 43701
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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 →Other Business ActivitiesSells Insurance
Sierra is a financial advisor at Attain Wealth Partners, dedicating full-time hours to holistic financial planning. She also serves as a board member for Zanesville Welfare Organization and Goodwill Industries, Inc. and manages tax purposes as the owner/member of SMB Financial Holdings, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 states
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