Wyatt Baldwin
Wyatt Baldwin is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Lewiston, ID, with 1 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
Bollinger Financial Center 301 D Street, Suite C, Lewiston, ID, 83501
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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 Activities
Wyatt is a board member of Jackson's Pay it Forward Foundation, which donates baskets to local families with medical needs, dedicating minimal time. He also serves on the scholarship committee for the Boys and Girls Club of the Lewis Clark Valley, spending minimal time helping to raise funds.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations9 states
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