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Kelly M Baker

Occo/CcoQuadcap Wealth Management, LLCCRD 5899788

About Kelly M Baker

Kelly M Baker is listed as Occo/Cco at Quadcap Wealth Management, LLC in Frisco, TX. Form ADV reports a beneficial ownership band of Under 5%. Kelly M Baker is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Quadcap Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kelly M Baker work?

Kelly M Baker is listed as Occo/Cco at Quadcap Wealth Management, LLC on SEC Form ADV.

How much of Quadcap Wealth Management, LLC does Kelly M Baker own?

Form ADV reports a beneficial ownership band of Under 5%.

Quadcap Wealth Management, LLC

TitleOcco/Cco
OwnershipUnder 5%
Control personYes
Since2024
View Quadcap Wealth Management, LLC →

Chi-Rho Financial, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2024
View Chi-Rho Financial, LLC →