user avatar

Kenneth Baker

Advisor at Cetera

Updated today

Location

Clinton, OK 73601

Credentials

Series 66

Industry experience

26 years

About

Kenneth Baker is a financial advisor at Cetera with 26 years of industry experience and holds a Series 66 designation. He has been with Cetera since 2014 and has extensive banking experience dating back to 1979 with various institutions. Outside of his advisory role, he serves as chairman of the Clinton Economic Development Authority and acts as a liaison on the Clinton Hospital Board. Cetera serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored and third-party managed strategies.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

501 Gary Blvd

Clinton, OK 73601

Most active in

Oklahoma · Texas

Work history

Cetera

2014 - Present (12 years)

Cetera Investment Services

1999 - Present (27 years)

First Bank & Trust

1983 - Present (43 years)

Bank Of Hydro

1982 - Present (44 years)

Bank Of Cordell

1982 - Present (44 years)

Falcon Management Company

1979 - Present (47 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mitchell M

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Clinton, OK

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Mitchell Mcabee is a financial advisor with Dominion Capital Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Dominion Capital Management since 2006 and previously spent ten years at H. Beck, Inc. In addition to his advisory role, Mcabee is president of McAbee & Company, PC, a certified public accounting firm, and owns Cashflocfo LLC, which markets technology concepts. Dominion Capital Management provides discretionary and non-discretionary investment management, ERISA retirement-plan advisory services, and financial planning to individuals and plan sponsors. The firm customizes investment programs using long- and short-term positions, options, and derivatives, incorporating technical analysis and trend research, and may engage third-party sub-advisors in managing client assets.

Retirement plans for business owners (SEP, solo 401k)
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Chase A

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Weatherford, OK

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Chase Anderson is a financial advisor at West Oak Wealth with a Series 65 credential and one year of industry experience. Prior to joining West Oak Wealth, he worked at MidFirst Bank for four years. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm operates as a fee-only fiduciary using a largely passive investment approach based on modern portfolio theory, offering discretionary management and retirement plan consulting.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Makena M

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Clinton, OK

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Makena Minton is a financial advisor at GibCo Capital Advisors with two years of industry experience. She holds a Series 65 designation and has prior experience with Sun Grown Organics LLC and Reid Newspapers. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis alongside modern portfolio theory to tailor portfolio recommendations, offering a range of investments including stocks, bonds, mutual funds, ETFs, REITs, options, and select digital assets.

Income planning Charitable giving & philanthropy Real estate investing Founder/Business Owner
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Gerald A

Series 65

Weatherford, OK

West Oak Wealth

Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Jason G

Series 63, Series 66

Clinton, OK

Gibco Capital Advisors

Jason Giblet is a financial advisor with GibCo Capital Advisors in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1999. Outside of advising, he owns and manages a rental real estate business. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis along with modern portfolio theory to tailor investment portfolios, including limited allocations to digital assets, and offers a wrap fee program that combines advisory and execution services.

Income planning Charitable giving & philanthropy Real estate investing Founder/Business Owner
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Bryan B

Series 63, Series 66

Clinton, OK

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Bryan Baca is a financial advisor with Royal Fund Management, LLC in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has worked with Advanced Financial Strategies, Inc. since 1997 and has held roles at several other firms including Summit Financial Group Inc and Vsr Advisory Services. Outside of advising, he owns and operates a small cow/calf cattle ranch. Royal Fund Management serves individuals, corporations, pension plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement strategies tailored to clients’ risk tolerances and provides specialized services such as non-discretionary and discretionary management for defined contribution plan participants.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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