Cetera Investment Advisers
43yrs
Top advisor by experience in Nampa
28yrs
Robert Baker has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Nampa, Idaho. After 12 years at Thrivent Investment Management, Robert joined Wismar Financial in 2025, a firm offering financial planning and investment management. Robert’s designations include CFP® and ChFC.
One of 55 advisors with offices in Nampa, and one of 51 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 13% by experience in Nampa
OfficeNampa, ID
FirmWismar Financial
How the firm is paid ?Percent of assets
Typical client at the firm ?$324,084
Advisors at the firm2
States licensed ?1 state
Services through Wismar Financial
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowWismar FinancialCurrent firm
- 2016 – 2025Wismar Financial LLCPreviously
- 2004 – 2016Thrivent Investment Management Inc.Previously
Contact Robert
(858) 205-5343Firm headquarters in Carlsbad, CA. Ask for Robert. Nampa, IDOffice · Get directions Firm websitewww.wismarfinancial.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Wismar Financial at (858) 205-5343 and ask for Robert Baker. Robert works from the Nampa, ID office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1998, about 28 years. Top 13% by experience in Nampa.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Wismar Financial reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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