John Lanning Baker

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2015-03-17 → 2015-12-18
  Fisher Investments
  Chicago, IL
  Plano, TX
• 2013-10-10 → 2015-03-10
  Charles Schwab & Co., Inc.
  Kenilworth, IL
  Winnetka, IL
• 2009-11-13 → 2013-10-14
  Td Ameritrade, Inc.
  Northbrook, IL
  Omaha, NE
  Omaha, NE
  Chicago, IL
  Schaumburg, IL
• 2009-11-13 → 2013-10-14
  Td Ameritrade Investment Management, Llc
  Northbrook, IL
  Omaha, NE
  Chicago, IL
  Schaumburg, IL

Exams

• S66 Uniform Combined State Law Examination
  2009-11-10
• S63 Uniform Securities Agent State Law Examination
  2008-12-29