Logan Chandler 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

• 05/2023 → Present
  Creative Planning, Llc
  Overland Park, KS
• 05/2022 → 05/2023
  Country Club Bank
  Kansas City, MO
• 08/2018 → 05/2022
  Creighton University
  Omaha, NE
• 08/2014 → 05/2018
  Lees Summit West High School
  Lees Summit, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-05

Designations

• Certified Financial Planner