Kristi Baker Email and Phone Number
My main focus: Partnering with company decision-makers to create retirement plans with innovative features and benefits designed to help employees pursue a successful retirement.A little about me: I'm the Managing Partner of CSi Advisory Services in Indianapolis, Indiana, a division of HUB International. Since 1993, my mission has been to provide unsurpassed service and independent advice for professionals, businesses, and their employees. Committed to being purpose driven and doing what's best for my clients, I believe that when it comes to comprehensive employee benefits, the company's retirement plan is the cornerstone. I am a proud graduate of Illinois Wesleyan University and have since dedicated my career to my clients, a number of local charitable organizations, my husband Bryan, and our twin sons.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'See Contact Info' section above. Investment advice offered through CSi Advisory Services, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.csiadvisoryservices.com.
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Managing PartnerCsi Advisory ServicesIndianapolis, In, Us -
Managing PartnerCsi Advisory Services Sep 1993 - PresentIndianapolis, Indiana AreaCSi Advisory Services provides Retirement Plan Consulting, delivers Participant and Investment Guidance and provides Financial Coaching and Private Wealth Management. -
PresidentCompensation Systems, Inc. Sep 1993 - PresentIndianapolis, Indiana AreaKristi Baker is President and Owner of Compensation Systems, Inc. (CSi), a leading firm in retirement plan consulting, plan design and administration. In business since 1971, Compensation Systems Inc. (CSi) provides comprehensive services, up-to-date expertise and personal attention to detail. Kristi joined the firm in 1993.In business since 1971, Compensation Systems Inc. (CSI) is a leading firm in designing and administering business retirement plans. With our comprehensive services,… Show more Kristi Baker is President and Owner of Compensation Systems, Inc. (CSi), a leading firm in retirement plan consulting, plan design and administration. In business since 1971, Compensation Systems Inc. (CSi) provides comprehensive services, up-to-date expertise and personal attention to detail. Kristi joined the firm in 1993.In business since 1971, Compensation Systems Inc. (CSI) is a leading firm in designing and administering business retirement plans. With our comprehensive services, up-to-date expertise and personal attention to detail, CSI simplifies administration, compliance, and plan operation. We provide valuable resources and provide an open, trusted long-term relationship, complementing any HR department. Our obligation is to our clients, helping them make the best, informed financial decisions regarding their retirement goals and dreams.Compensation Systems, Inc. and LPL FInancial are unaffiliated entities. Show less -
Account ExecutiveArthur J. Gallagher And Co. Jun 1991 - Jul 1993Downers Grove, Il
Kristi Baker Education Details
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Finance And Insurance -
Lawrence Central High School
Frequently Asked Questions about Kristi Baker
What company does Kristi Baker work for?
Kristi Baker works for Csi Advisory Services
What is Kristi Baker's role at the current company?
Kristi Baker's current role is Managing Partner.
What schools did Kristi Baker attend?
Kristi Baker attended Illinois Wesleyan University, Lawrence Central High School.
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1 (800) 6XXXXXXX
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Kristi Baker
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