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Gordon Baker

17 Years of Experience
Greenwood Village, CO
BrokerSells Insurance

Gordon Baker is a registered investment advisor, based in Greenwood Village, CO, with 17 years of industry experience.

Location

7350 E. Progress Place, Suite 100, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Gordon is a manager at Moneta Wealth and Moneta Insurance, a financial advisor at Simplicity Wealth, and a registered representative at The Leaders Group, dedicating full-time hours to these roles. He also owns Crazy Man Partners (buying/selling cars and watches) and Triangle B Holdings (DBA for tax purposes), requiring minimal time.

Employment History
Current Registrations
The Leaders Group, INC.Broker
December 2023 - Present · 2 yrs 5 mos
The Leaders Group, INC.
December 2023 - Present · 2 yrs 5 mos
Simplicity Wealth
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Securities America, INC.Broker
September 2021 - November 2023 · 2 yrs 2 mos
Securities America Advisors, INC.
September 2021 - November 2023 · 2 yrs 2 mos
Transamerica Financial Advisors, INC.
January 2012 - September 2021 · 9 yrs 8 mos
Transamerica Financial Advisors, INCBroker
January 2012 - September 2021 · 9 yrs 8 mos
Investment Advisors International, INC.
February 2009 - January 2012 · 2 yrs 11 mos
World Group Securities, INC.Broker
July 2008 - January 2012 · 3 yrs 6 mos
State Registrations7 states
AZCOFLIDLAMNUT
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.