Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candice? Claim Your ProfileCandice Baker is a registered Investment Advisor Representative with Johnson Wealth Inc. Candice has been in the industry since 2009 and has experience with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Candice is also a Vice President - Wealth Advisor and Team Lead at Johnson Bank.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
06/23/2017 - Present
Johnson Wealth Inc. (Kenosha WI)
IL
11/24/2009 - 06/28/2011
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IA
Issued 06/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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