Katie Baker is a registered investment advisor at Morgan Stanley, based in Loveland, CO, with 11 years of industry experience. Katie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
6125 Sky Pond Drive, Loveland, CO, 80538
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Regulatory History (1)
Financial
February 2019Other Business Activities
Katie is a partner in Noco Childrens Business Fair since April 2023, organizing events for kids to sell items, and a partner in Hubert & Magdalene LLC since May 2025, expanding on sales/marketing. These activities take minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 states
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
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