Candice Jean Wisdom
Investment adviser representative at Rw Baker Wealth Management Group LLC
8 yearsExperience
1 stateRegistered in
$134.9MFirm assets
5 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
Experience
8 years in the industry.
- Rw Baker Wealth Management Group LLCApr 2023 to now
- Rw Baker Wealth ManagementMar 2021 to now
- Purshe Kaplan Sterling InvestmentsDec 2022 to Dec 2022
- Altitude Chophouse & BreweryAug 2020 to Dec 2023
- Magpul IndustriesAug 2020 to Mar 2021
- UnemployedMar 2020 to Aug 2020
- Little America ResortsJan 2020 to Mar 2020
- Sanford's Grub and PubFeb 2014 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WY).
Rw Baker Wealth Management Group LLC
$134.9MAssets managed
196Clients
2Advisers
5 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
- 7664389
- Firm CRD
- 297087