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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Baker is a financial advisor with Creative Planning, a firm that manages over $175 billion in assets. Clayton has worked in the financial industry since 2004. Clayton has been registered with the state of Kansas since 2021. Clayton holds the following licenses: Series 6, 7, 24, 63, and 66, as well as the SIE. Clayton is also a Certified Financial Planner. Clayton's expertise includes financial planning, pension consulting, portfolio management for businesses, and individuals, as well as pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
08/16/2021 - Present
Creative Planning (OVERLAND PARK KS)
MO
02/26/2018 - 04/02/2018
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
07/10/2013 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
GA
10/16/2006 - 06/06/2013
TD AMERITRADE, INC. (ATLANTA GA)
AZ
10/25/2004 - 10/16/2006
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 10/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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