Bethanie Anne Baker
Investment adviser representative at Willis Johnson Wealth
10 yearsExperience
1 stateRegistered in
$1.9BFirm assets
20 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Willis Johnson WealthAug 2026 to now
- Granite Harbor Advisors, Inc.Apr 2024 to Aug 2026
- Willis Johnson & AssociatesJun 2021 to Mar 2024
- N/aJun 2021 to Jun 2022
- Bkd Wealth AdvisorsJan 2021 to Jun 2021
- Willis Johnson & AssociatesSep 2020 to Jan 2021
- Alpha Omega Gymnastics & DanceMay 2020 to Jan 2021
- LoftJun 2019 to Aug 2019
- Ulta BeautyDec 2017 to Feb 2018
- AirswiftJun 2017 to May 2020
- StudentDec 2016 to Jun 2017
- H&mSep 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Willis Johnson Wealth
Legal name: Willis Johnson Wealth, Inc.
$1.9BAssets managed
578Clients
31Advisers
20 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
- 7613714
- Firm CRD
- 119759