Christopher Harold Baker
Investment adviser representative at Cetera Planning Partners
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCJun 2026 to now
- Cetera Wealth Services LLCJun 2026 to now
- Avantax Planning PartnersJun 2026 to Sep 2026
- Blue Book Basics, LLCMar 2026 to May 2026
- Northwestern Mutual Investment Services LLCDec 2025 to May 2026
- Chris CollinsDec 2025 to Mar 2026
- LPL FinancialApr 2022 to Dec 2025
- UnemployedJan 2022 to Mar 2022
- Selectquote Insurance ServicesMay 2021 to Dec 2021
- First Data Independent SalesAug 2013 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5045629
- Firm CRD
- 129625