Chad Steven Baker

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 06/1999 → Present
  New York Life Ins. Co.
  Toledo, OH
• 06/1999 → Present
  Nylife Securities Inc.
  Toledo, OH
• 02/2016 → Present
  Baker Financial Services, Llc D.B.A. Baker Financial Group
  Upper Sandusky, OH
• 02/2021 → Present
  Baker Financial Services, Llc D.B.A. Baker Moyer Financial Group
  Findlay, OH

Other Businesses

[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products; BAKER FINANCIAL SERVICES, LLC D.B.A. BAKER FINANCIAL GROUP ] [LCB Group, LLC; OWNER OF COMMERCIAL RENTAL PROPERTY; 1/2 THE SPACE AND RENT THE REST DBA FOR BAKER FINANCIAL SERVICES] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave. New York, NY 10010; Start Date 06/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Woodcock Woods, LLC; Recent purchase of a hunting camp with 4 other partners is being placed in an LLC for liability protection and ease of splitting expenses.; 117 W. Wyandot Ave. Upper Sanduksy, Ohio 43351; Start Date 08/2020; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours;Share in expenses and ownership proportionately] [OPERATING UNDER THE DBA NAME OF BAKER FINANCIAL SERVICES, LLC D.B.A. BAKER MOYER FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FINLAY, OH; START DATE: 02/2021][Wyandot County Port Authority; New Port Authority established to assist in development projects in our county. Bringing sales tax money back into county for local projects and economic development.; 109 S. Sandusky St. Upper Sandusky, Ohio 43351; Start Date 03/2026; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Vice Chair of the Board. Attend meetings, offer guidance]

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-05-31
• S65 Uniform Investment Adviser Law Examination
  2005-06-21

Other Names

• Chad Baker