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Garrett Daniel Baker

Sage Advisors LLC

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About Garrett Daniel Baker

Garrett Baker is an Investment Advisor Representative with Sage Advisors LLC and is registered to provide investment advice in Texas and Wyoming. Garrett has been in the industry since 2022 and holds the Series 65 (Uniform Investment Adviser Law Examination) license. Garrett specializes in financial planning and portfolio management for individuals. Garrett holds a Bachelor of Science in Business Administration from the University of Wyoming.

Firm Information

Garrett Baker is currently registered with Sage Advisors LLC. Sage Advisors LLC is an investment advisor registered with the SEC. They manage approximately $147,676,822 in assets for 397 clients, including individuals, high net worth individuals, corporations, and pension and profit-sharing plans. They offer financial planning and portfolio management services. The firm has 2 licensed agents and 4 investment adviser representatives.

$147.68M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Garrett Baker’s Registration & Firm History

WY

12/15/2022 - Present

Sage Advisors LLC (Gillette WY)

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Licenses & Designations

IA

Issued 11/04/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Garrett Daniel Baker.
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