Hayden Shea Baker
Investment adviser representative at 49 Financial
16 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Oakwood Capital Securities, IncJul 2024 to now
- 49 FinancialApr 2023 to now
- Financial Independence GroupJul 2021 to now
- Purshe Kaplan Sterling InvestmentsJun 2021 to Jul 2024
- Thrivent Advisor Network d/b/a 49 FinancialNov 2020 to Dec 2022
- Marcus & MillichapMay 2020 to Aug 2020
- Aquila CommercialMay 2019 to Aug 2019
- UnemployedMay 2018 to Aug 2018
- High Point UniversityAug 2017 to May 2021
- UnemployedMay 2017 to Aug 2017
- StudentAug 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 7401297
- Firm CRD
- 319484