Kaleb Baker
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCMay 2025 to now
- Wright-patt Credit UnionJan 2024 to now
- Cuso Financial Services, LPJan 2024 to May 2025
- PNC Investments, LLCSep 2017 to Dec 2023
- Pruco Securities, LLCMar 2017 to Sep 2017
- The Prudential Insurance Company of AmericaMar 2017 to Sep 2017
- National Wealth Management Group, LLCOct 2016 to Mar 2017
- LPL Financial, LLCDec 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OH).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6410591
- Firm CRD
- 6413