Kristi Baker, financial advisor Indianapolis IN

Kristi Baker

CRD Number: 2407456
Current Firm: Global Retirement Partners LLC

Kristi Baker (CRD# 2407456) is an Investment Advisor Representative working at Global Retirement Partners LLC in Indianapolis, IN and has over 30 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Global Retirement Partners, LLC Indianapolis, IN Feb 2017 - Current 7
Lpl Financial LLC Indianapolis, IN Feb 2017 - Current 7
Mml Investors Services, Inc. Indianapolis, IN Sep 1993 - Feb 2017 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
Contact Info for Kristi K. Baker
Phone Number: 415-526-2753
Registered State(s):
  • IN
  • KY
  • MI
By the Numbers
  • Total Assets Under Management
    119,815
    MILLIONS
  • Total Number of Accounts
    25,479
    ACCOUNTS
  • Average Account Value
    $4,702,494
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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