John Baker
Creighton University
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John Baker is a Partner and Managing Director at Creative Planning, specializing in wealth management services. With 7.8 years of experience, he has been recognized as the #1 Independent Wealth Management Firm in America by Barron's. Creative Planning, which was named the #1 Independent Wealth Management Firm in America by Barron's, has over 210 billion combined assets under management and advisement. Their services include investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning. John Baker's rankings are published by magazines and other publications, based on their selections and selections.
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About
John Baker is a Partner and Managing Director at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015)*. Creative Planning has over $210 billion combined assets under management and advisement as of December 31, 2022. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management. *Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
...See MoreWork Experience
Partner Managing Director
Managing Director
Private Wealth Manager
Financial Services
John Baker's Professional Milestones
- Managing Director (2017-04-01~2021-03-01): Implemented strategic initiatives to expand market presence and achieve significant cost savings.
- Private Wealth Manager (2016-01-01~2017-04-01): Building a diverse portfolio of clients, driving revenue growth and expanding portfolio portfolios.
Education
Organic Chemistry
2006-2007Certification
Colleagues
Peter Mallouk
President | Chief Executive Officer
Mark Doman
ceo at the doman group a division of creative planning
Jonathan Knapp
Partner Chief Operating Officer
Nick Jacobson
Chief Marketing Officer
Megan Schmitz
Chief People Officer
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John Baker works for Creative Planning
John Baker's role in Creative Planning is Partner Managing Director
John Baker works in the industry of Financial Services
John Baker's colleagues are Peter Mallouk,Mark Doman,Jonathan Knapp
John Baker's latest job experience is Partner Managing Director at Creative Planning
John Baker's latest education in Creighton University