John Baker, financial advisor Denver CO
93 score

John Baker

CRD Number: 5619325
Current Firm: Creative Planning

John Baker (CRD# 5619325) is an Investment Advisor Representative working at Creative Planning in Denver, CO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Creative Planning Denver, CO Jan 2016 - Current < 1
Fisher Invesments Camas, WA Mar 2015 - Dec 2015 < 1
Charles Schwab & Company,inc Kenilworth, IL Sep 2013 - Mar 2015 1
Charles Schwab Bank Kenilworth, IL Sep 2013 - Mar 2015 1
Td Ameritrade Inc. Schaumburg, IL Nov 2008 - Sep 2013 4
Mahogany Steakhouse Omaha, NE Nov 2006 - Oct 2008 1
United States Marine Corps Omaha, NE Jun 2002 - Jun 2008 6
Bonefish Grill Omaha, NE Jul 2006 - Nov 2006 < 1
Charleston's Restaurant Omaha, NE Mar 2004 - Nov 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for John L. Baker
Phone Number: 913-338-2727
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    18,577
    MILLIONS
  • Total Number of Accounts
    53,389
    ACCOUNTS
  • Average Account Value
    $347,963
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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