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Shawn Regge Baker

Missionsquare Retirement

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About Shawn Regge Baker

Shawn Regge Baker is a registered representative with Missionsquare Retirement, an investment advisory firm. Shawn has been in the financial services industry since 1996. Shawn is licensed in Arizona, California, Colorado, Montana, Nevada, Utah, and Wyoming. Shawn is also a registered investment advisor. Missionsquare Retirement is based in Washington, D.C. and offers portfolio management services to individuals and businesses.

Firm Information

Shawn Baker is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Shawn Baker’s Registration & Firm History

DC

07/16/2021 - Present

Missionsquare Retirement (WASHINGTON DC)

FL

10/30/1995 - 02/20/1996

BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)

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Licenses & Designations

IA

Issued 11/20/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn Regge Baker.
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