Clay Baker
Managing Director at Creative Planning Inc. | Kansas City Metropolitan Area
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Managing Director at Creative Planning Inc. in April 2018 to Present
Divisional Vice President at Scottrade in June 2013 to March 2018
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Washington University in St. Louis, August 2026
Arizona State University, Barrett Honors College Graduate, August 2026
W. P. Carey School of Business – Arizona State University, Finance, August 2026
The American College of Financial Services, Certified Financial Planner
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Sales
Sales Management
Direct Sales
Sales Operations
Sales Process
Sales Presentations
Closing Deals
Closing Business
Phone Skills
Boiler Room Operations
Hard Closing
One Call Closing
Search and Destroy Sales
Deal Closure
Telephone Skills
Management
Leadership
Business Development
Strategic Financial Planning
Coaching
Retail
Relationship Management
Asset Allocation
Wealth Management
Retirement Planning
401k
Investment Strategies
Retirement
Financial Advisory
Portfolio Management
Alternative Investments
Financial Planning
Customer Service
Financial Services
Mutual Funds
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What is Clay Baker Cfp(r) email address?
Email Clay Baker Cfp(r) at [email protected] and [email protected]. This email is the most updated Clay Baker Cfp(r)'s email found in 2026.
How to contact Clay Baker Cfp(r)?
To contact Clay Baker Cfp(r) send an email to [email protected] or [email protected]. (updated on July 12, 2025)
What company does Clay Baker work for?
Clay Baker works for Creative Planning Inc.
What is Clay Baker's role at Creative Planning Inc.?
Clay Baker is Managing Director
What is Clay Baker's Phone Number?
Clay Baker's phone (316) ***-*167
What industry does Clay Baker work in?
Clay Baker works in the Financial Services industry.
Clay Baker Email Addresses
Clay Baker Phone Numbers
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