Chris R. Baker, CFP^®

Oaktree Financial Advisors, Inc.

12900 N Meridian St, Ste 130
Carmel, IN 46032-5476

FINANCIAL ADVISOR'S WEBSITE

www.oaktreeadvisors.com

(317) 818-1631 CONNECT WITH Chris

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$250,000

General

Chris Baker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oaktree Financial Advisors, Inc. in Carmel, IN and the surrounding communities.

Financial Advisor Overview

Oaktree Financial Advisors is an independent, locally based financial services firm. Our goal is to help people make smart decisions about their money by offering personalized, independent, objective financial advice and the highest level of service. We offer an alternative to the impersonal financial services that abound in today's marketplace - a firm where people can discuss their concerns and be heard by someone who can help them; an atmosphere where people are comfortable. While each of our clients is unique, they all have one thing in common: They want unbiased financial advice from experienced professionals. As an independent firm, Oaktree Financial Advisors has none of its own financial products to sell, so clients receive objective advice on their investments from our professionals. We offer complimentary introductory consultations because we believe in developing long-term relationships that are a good fit for both of us. If you want to schedule a consultation or if you would like to find out more about Oaktree Financial Advisors, please give us a call at 317-818-1631 or toll-free at 1-877-901-1631.

Financial Advisor Experience

BS Finance - Indiana University, Bloomington 34 years work experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products/services and tax services are separate from and not offered through Commonwealth. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

FINRA BrokerCheck