Timothy J Baker

Current Employers

Employment History

• 04/2014 → 10/2023
  Royal Fund Management, Llc
  North Olmstead, OH
• 08/2017 → 12/2017
  Chelsea Insurance Group
  Chagrin Falls, OH
• 10/2005 → Present
  Timothy Baker
  North Olmstead, OH
• 02/2025 → Present
  Cornerstone Asset Management Services, Inc.
  Broadview Heights, OH

Previous Registrations

• 2014-04-30 → 2023-10-12
  Royal Fund Management, Llc
  Lady Lake, FL
  Mantua, OH
  Valley City, OH
  Holly Springs, NC
  Valley City, OH
  Chagrin Falls, OH
  Solon, OH
  Chagrin Falls, OH
  Holly Springs, NC
  Chagrin Falls, OH
  Chagrin Falls, OH
  Girard, Oh 44420, OH
  Valley City, OH
  North Olmstead, OH
  Richfield, OH
• 2011-12-21 → 2013-01-02
  Ameriprise Financial Services, Llc
  Leesburg, VA
  Canfield, OH
• 2007-06-20 → 2008-03-31
  Legend Advisory, Llc
  Palm Beach Gardens, FL
• 2004-04-08 → 2004-06-18
  Hbks Wealth Advisors
  Erie, PA
• 2003-07-25 → 2003-09-03
  Ameriprise Financial Services, Llc
  Owings Mills, MD

Other Businesses

Independent Licensed Insurance Agent; Non-investment related; Private residence in Brunswick, OH; 10/2005; 80 hours per month; Agent offering annuities and life insurance if a client's portfolio and overall goals deem the use of such products suitable and in the client's best interest.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-20
• S63 Uniform Securities Agent State Law Examination
  2012-02-22
• S66 Uniform Combined State Law Examination
  2003-07-24

Other Names

• Timothy J Baker