Cole 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

• 04/2022 → Present
  Creative Planning, Llc
  Overland Park, KS
• 01/2021 → 04/2022
  Kpmg, Llp
  Kanasas City, MO
• 12/2019 → 01/2022
  Unemployed
  Overland Park, KS
• 08/2015 → 12/2019
  Kansas State University
  Manhattan, KS

Other Businesses

- Real Estate Agent; Overland Park Kansas; Not investment related; Owner/self employed; start 8.1.16; 1 hour per month/0 hours during trading. - Baker & Baker, P.A; Kansas City, KS; not investment related; Tax preparer; start date 10.1.22; 2 hours per month/0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-10

Designations

• Certified Financial Planner