David Hm Baker

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2001 → 04/2021
  North American Management Corp
  Boston, MA
• 04/2021 → Present
  Wealth Enhancement Group
  Boston, MA
• 04/2021 → Present
  Wealth Enhancement Advisory Services
  Boston, MA

Previous Registrations

• 2003-06-30 → 2021-04-14
  North American Management Corp
  Boston, MA

Other Businesses

Wealth Enhancement Group DBA Somedowntown LLC - Managing Member (non investment related) United Sports Foundation - Non Investment Related - Epping, NH - President - Start Date: 01/2010 - 2 hours/month, 0 hours spent during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-09-30

Designations

• Chartered Financial Analyst

Other Names

• David Baker