BB
BB

Brock Edward Baker

5 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

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Location

Buckeye, AZ

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History

Regulatory History (1)
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Financial
September 2017
Final
Other Business ActivitiesSells Insurance

Brock is the treasurer for Impact Alliance, a nonprofit organization, dedicating a few hours per week to financial oversight and reporting. He is also an independent licensed insurance agent selling life, health, and disability insurance.

Employment History
Current Registrations
Inspire Advisors, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Thrivent Investment Management INC.
February 2021 - August 2023 · 2 yrs 6 mos
Thrivent Investment Management INC.Broker
February 2021 - August 2023 · 2 yrs 6 mos
World Equity Group, INC.
January 2021 - February 2021 · 1 mo
World Equity Group, INC.Broker
September 2020 - February 2021 · 5 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.