Owner
Current
Feb 2000 - Present
AeroLeads people directory · profile
Chris Baker, Cfp® Email & Phone Number
Co-founder and CEO, Oaktree Financial Advisors, Inc.
at
Oaktree Financial Advisors, Inc.
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Co-founder and CEO, Oaktree Financial Advisors, Inc.
Location
Carmel, Indiana, United States
Who is Chris Baker, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Chris Baker, Cfp® is listed as Co-founder and CEO, Oaktree Financial Advisors, Inc. at Oaktree Financial Advisors, Inc., based in Carmel, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Chris Baker, Cfp®.
Chris Baker, Cfp® previously worked as Owner at Oaktree Financial Advisors, Inc. and Director of Investments at Marketshare Financial. Chris Baker, Cfp® holds Bs, Finance/Accounting from Indiana University - Kelley School Of Business.
Company email context
Email format at Oaktree Financial Advisors, Inc.
This section adds company-level context without repeating Chris Baker, Cfp®'s masked contact details.
Oaktree Financial Advisors, Inc.
Review company-level records connected to Chris Baker, Cfp® before choosing the right outreach path.
Profile bio
About Chris Baker, Cfp®
Chris is a founding principal of Oaktree Financial Advisors, where he specializes in advising current and former Eli Lilly employees and retirees on retirement and investment planning. Chris uses his years of experience working with the Lilly 401(k), pension and other benefit plans to provide them with independent and objective professional advice.Chris began his financial planning career in 1990 after receiving a degree in Finance from the Indiana University Kelley School of Business. He is a CERTIFIED FINANCIAL PLANNER professional. Certification consists of postgraduate study in the fields of retirement, investment, insurance and estate planning. He is also a member of the Financial Planning Association.Chris has three children and lives in Noblesville, Indiana.Securities and advisory services offered through Commonwealth Financial Network®, member FINRA.org/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.Oaktree Financial Advisors, Inc. is not affiliated with or endorsed by Eli LillyOaktree Financial Advisors, Inc.12900 N Meridian St, Ste 130Carmel, IN 46032317-818-1631www.oaktreeadvisors.com
Current workplace
Chris Baker, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
2 roles
Chris Baker, Cfp® work experience
A career timeline built from the work history available for this profile.
Director Of Investments
Dec 1997 - Jan 2001
1 education record
Chris Baker, Cfp® education
-
Indiana University - Kelley School Of Business
FAQ
Frequently asked questions about Chris Baker, Cfp®
Quick answers generated from the profile data available on this page.
What company does Chris Baker, Cfp® work for?
Chris Baker, Cfp® works for Oaktree Financial Advisors, Inc..
What is Chris Baker, Cfp®'s role at Oaktree Financial Advisors, Inc.?
Chris Baker, Cfp® is listed as Co-founder and CEO, Oaktree Financial Advisors, Inc. at Oaktree Financial Advisors, Inc..
Where is Chris Baker, Cfp® based?
Chris Baker, Cfp® is based in Carmel, Indiana, United States while working with Oaktree Financial Advisors, Inc..
What companies has Chris Baker, Cfp® worked for?
Chris Baker, Cfp® has worked for Oaktree Financial Advisors, Inc. and Marketshare Financial.
How can I contact Chris Baker, Cfp®?
You can use AeroLeads to view verified contact signals for Chris Baker, Cfp® at Oaktree Financial Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Chris Baker, Cfp® attend?
Chris Baker, Cfp® holds Bs, Finance/Accounting from Indiana University - Kelley School Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial