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Tyler Steven Baker

Baker Wealth Group LLC

Lagrange, GA

CRD 6785009

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Employer firm

Baker Wealth Group LLC CRD 317841

$42.9M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Baker Wealth Group Llc

119 Ridley Ave Suite 102, Lagrange, GA 30240 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-02
GA RA APPROVED 2022-01-28
  • TX RA
    APPROVED_RES
    Since 2023-03-02
  • GA RA
    APPROVED
    Since 2022-01-28

Branch Locations

119 Ridley Ave Suite 102, Lagrange, GA 30240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sg Financial Advisors, Llc Sandy Springs GA 08/2014 04/2017
Sg Financial Advisors, Llc Sandy Springs GA 04/2017 10/2017
Willis Johnson & Associates Houston TX 10/2017 03/2019
Mariner Wealth Advisors Houston TX 03/2019 01/2022
Baker Wealth Group, Llc Lagrange GA 01/2022 Present
  • 08/2014 → 04/2017
    Sg Financial Advisors, Llc
    Sandy Springs, GA
  • 04/2017 → 10/2017
    Sg Financial Advisors, Llc
    Sandy Springs, GA
  • 10/2017 → 03/2019
    Willis Johnson & Associates
    Houston, TX
  • 03/2019 → 01/2022
    Mariner Wealth Advisors
    Houston, TX
  • 01/2022 → Present
    Baker Wealth Group, Llc
    Lagrange, GA
Previous Registrations
  • 2019-04-02 → 2022-01-21
    Mariner
    Houston, TX
  • 2017-10-19 → 2019-03-07
    Willis Johnson Wealth
    Houston, TX
  • 2017-05-02 → 2017-10-16
    Sg Financial Advisors, Llc
    Sandy Springs, GA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Nearby Investors

LISA MARIE WILSON
JAMES RUSSELL DAVIDSON
ANDREW ROBERT GAY

Nearby Offices

SYNOVUS SECURITIES, INC. · LAGRANGE, GA
LPL FINANCIAL LLC · LAGRANGE, GA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LAGRANGE, GA

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