Our portfolio management team is responsible for portfolio construction, proper asset allocation, investment strategy, and risk management.
Trust Advisors specialize in Asset Protection, Estate Planning and Settlement, Guardianships, Investment Management, Retirement Plan Services, Farm Management, and more.
Financial Planning provides goals and plans to prioritize your financial strategies and solutions.
Investment Advisor Representatives
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisors LLC. Cetera is not affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.
|Are Not FDIC Insured||
|May Lose Value|
Family Advisors are the single point of contact, bringing together other D.S. Baker Advisors and your own attorney and CPA. They deliver long-term financial planning with an annual review.
D.S. Baker Advisors provides its clients access to a broad array of products and services, including FDIC insured banking products as well as non-FDIC insured trust and investment products.