Candice Jean Wisdom
Investment Adviser Representative at RW Baker Wealth Management Group LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Candice Jean Wisdom is an investment adviser representative with RW Baker Wealth Management Group LLC in Cheyenne, WY, where they have been registered since 2023, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Wyoming.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- RW Baker Wealth ManagementMar 2021 – no end date reportedCheyenne, WY
- Magpul IndustriesAug 2020 – Mar 2021Cheyenne, WY
- UnemployedMar 2020 – Aug 2020Cheyenne, WY
- Little America ResortsJan 2020 – Mar 2020Cheyenne, WY
- Sanford's Grub and PubFeb 2014 – Dec 2019Cheyenne, WY
- Altitude Chophouse & BreweryAug 2020 – Dec 2023Laramie, WY
- Purshe Kaplan Sterling InvestmentsDec 2022 – Dec 2022Albany, NY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About RW Baker Wealth Management Group LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial advisory services, including personalized investment advice and educational events for women, offered under the independent RIA model.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Cheyenne, WY
- SEC file number:
- 801-121877
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 23, 2026
View full firm profileOther advisors at RW Baker Wealth Management Group LLC
1 other advisor in the directory
View RW Baker Wealth Management Group LLC firm profileSimilar advisors in Cheyenne, WY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Candice Jean Wisdom has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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