AdvisorOS Directory
Claim Profile
Unclaimed Profile
RB

Rosalyn Wallach Baker

R. W. BAKER WEALTH MANAGEMENT GROUP LLC·CHEYENNE, Wyoming
SIE, Series 7, Series 63, Series 65, Series 99TOClean record15 years registeredR. W. BAKER WEALTH MANAGEMENT GROUP LLC
100 W. 17TH STREET, CHEYENNE, WY 82001CRD# 1078293Firm CRD# 297087

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rosalyn Wallach Baker · CHEYENNE, WY
Registration
CRD #1078293 · R. W. BAKER WEALTH MANAGEMENT GROUP LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

RW BAKER WEALTH MANAGEMENT GROUP LLC
Jun 2018 – present
RBC CAPITAL MARKETS, LLC
Jan 2011 – Jul 2018
CHEYENNE, WY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Series 99TO
Registration record
First registered · January 28, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
R. W. BAKER WEALTH MANAGEMENT GROUP LLC
CRD 297087 · SEC 801-121877
AUM
$108M
Regulatory assets under management
Employees
2
334 client accounts
Services offered by R. W. BAKER WEALTH MANAGEMENT GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at R. W. BAKER WEALTH MANAGEMENT GROUP LLC →
Introduction

Speak with Rosalyn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Rosalyn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHEYENNE?

Browse all registered financial advisors in CHEYENNE, Wyoming or claim this profile if it's yours.

Browse CHEYENNE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Rosalyn Wallach Baker offer?
Rosalyn Wallach Baker specializes in Financial Planning, Investment Management. Contact their office in CHEYENNE, Wyoming for a consultation.
What are Rosalyn Wallach Baker's credentials?
Rosalyn Wallach Baker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosalyn Wallach Baker located?
Rosalyn Wallach Baker is based in CHEYENNE, Wyoming, working with R. W. BAKER WEALTH MANAGEMENT GROUP LLC. Their office serves clients in the CHEYENNE metropolitan area and surrounding communities.
How does Rosalyn Wallach Baker charge for services?
Rosalyn Wallach Baker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is R. W. BAKER WEALTH MANAGEMENT GROUP LLC?
R. W. BAKER WEALTH MANAGEMENT GROUP LLC has approximately 2 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in CHEYENNE, Wyoming

Scott Adam Wilson
INTEGRITY FINANCIAL CORPORATION·CHEYENNE, WY
Deann Nichole Cross
INTEGRITY FINANCIAL CORPORATION·CHEYENNE, WY
Todd Patrick Bishop
KAISER WEALTH MANAGEMENT·CHEYENNE, WY
Harold Barrett Richardson
KAISER WEALTH MANAGEMENT·CHEYENNE, WY
Sarah Jhaleh Archer
INTEGRITY FINANCIAL CORPORATION·CHEYENNE, WY
Derek Bumsoo Kim
BKCM, LLC·CHEYENNE, WY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wyoming
JACKSON (14)SHERIDAN (13)CASPER (5)LARAMIE (5)WILSON (3)RIVERTON (2)ENCAMPMENT (2)CODY (1)ALTA (0)ALPINE (0)
City Guides
JACKSON GuideSHERIDAN GuideCASPER GuideLARAMIE GuideWILSON Guide
Research
Advisor Fees in WyomingNational Fee Analysis
Request removal of this profile