KB
ChFC
KB
ChFC

Kristi Baker

32 Years of Experience
Indianapolis, IN
Broker

Kristi Baker is a ChFC-designated registered investment advisor, based in Indianapolis, IN, with 32 years of industry experience.

Location

900 E. 96th Street, Suite 325, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kristi provides investment advisory services through Global Retirement Partners, LLC, and works for HUB International. These activities take up nearly all of Kristi's time.

Employment History
Current Registrations
HUB International Investment Services INC.
July 2025 - Present · 10 mos
HUB International Investment Services INC.Broker
July 2025 - Present · 10 mos
Global Retirement Partners LLC
February 2017 - Present · 9 yrs 3 mos
LPL Financial LLCBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
MML Investors Services, LLC
July 2000 - March 2017 · 16 yrs 8 mos
MML Investors Services, LLCBroker
October 1993 - March 2017 · 23 yrs 5 mos
State Registrations23 states
AZCACODEFLIAILINKYLAMAMDMEMIMSNCNJNYOHPATNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kristi Baker - Financial Advisor | TrueAdvisor