Gordon Ralph Baker
Investment adviser representative at Simplicity Wealth
19 yearsExperience
2 statesRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Perissos AllianceMar 2026 to now
- The Leaders Group IncDec 2023 to now
- Simplicity WealthNov 2023 to now
- Crazyman PartnersDec 2020 to now
- Moneta InsuranceDec 2020 to now
- Triangle B HoldingsMar 2007 to now
- Securities America AdvisorsSep 2021 to Dec 2023
- Securities America, Inc.Sep 2021 to Dec 2023
- Moneta WealthDec 2020 to Mar 2026
- Gb P&c SalesDec 2020 to Dec 2023
- Transamerica Financial Advisors, IncJan 2012 to Sep 2021
- World Financial GroupFeb 2008 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (AZ, CO).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5540339
- Firm CRD
- 300572