Kristen Renee West
Investment adviser representative at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services
14 yearsExperience
1 stateRegistered in
$909.3MFirm assets
27 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
Experience
14 years in the industry.
- Gerald Baker Financial Group, L.l.c.dba Baker Financial ServicesApr 2024 to now
- Baker Financial ServicesApr 2024 to now
- Grb Financial LLCApr 2023 to now
- Bob's Steak & ChophouseOct 2018 to Apr 2023
- The Capital GrilleMay 2012 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services
$909.3MAssets managed
482Clients
5Advisers
27 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
- 7710541
- Firm CRD
- 112248