Connor Baker
Investment adviser representative at Asset Allocation Strategies, LLC
10 yearsExperience
2 statesRegistered in
$1BFirm assets
11 yearsFirm in business
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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
10 years in the industry.
- Asset Allocation Strategies, LLCDec 2024 to now
- Glp & AssociatesDec 2024 to now
- Glp Investment Services, LLCDec 2024 to now
- Northwestern Mutual Wealth Management CompanyOct 2023 to Dec 2024
- Northwestern Mutual Investment Services LLCJun 2023 to Dec 2024
- Northwestern Mutual Life Insurance CompanyMar 2023 to Dec 2024
- UnemployedSep 2022 to Mar 2023
- United Wholesale MortgageSep 2020 to Sep 2022
- Michigan State UniversitySep 2016 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Asset Allocation Strategies, LLC
$1BAssets managed
4,394Clients
40Advisers
11 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
- 7706436
- Firm CRD
- 152339