Katherine Patricia Baker
Investment adviser representative at Shp Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Shp Wealth Management, LLCMay 2026 to now
- Shp Financial, LLCMay 2026 to now
- PathstoneApr 2023 to Apr 2026
- The Colony Group, LLCNov 2019 to Apr 2023
- Eaton Vance Investment CounselJun 2017 to Nov 2019
- Eaton Vance Investment ManagementSep 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Shp Wealth Management, LLC
$1.9BAssets managed
2,364Clients
32Advisers
9 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
- 6396431
- Firm CRD
- 174697