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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lanning Baker is an investment advisor representative at Creative Planning. John has been in the industry for over 10 years and has a broad range of experience in financial planning, portfolio management, and pension consulting. John holds Series 63, 66, and 24 licenses. Previously, John was registered with Charles Schwab & Co., Inc., and TD Ameritrade, Inc.
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
02/08/2019 - Present
Creative Planning (OVERLAND PARK KS)
IL
10/10/2013 - 03/10/2015
CHARLES SCHWAB & CO., INC. (KENILWORTH IL)
IL
12/22/2008 - 10/14/2013
TD AMERITRADE, INC. (SCHAUMBURG IL)
BOTH
Issued 11/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 03/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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