The Baker Group, LP
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 7888
- Registered since
- April 25, 1979
- Website
- www.gobaker.com
- Fee structure
- Other
Firm profile
FINTRXOverview
The Baker Group, LP is a limited partnership that has been SEC-registered since 1979. The firm’s primary regulatory and business roles are brokerage-related: it operates as a broker‑dealer, serves as a registered representative of a broker‑dealer, and is registered as a municipal advisor. Ownership is recorded as a domestic entity/individual and the firm’s internal classification in the source is listed as unclassified. According to the source, The Baker Group is not a capital allocator and is not identified as an active ESG investor. It is also marked as not a multi‑state adviser, not a pension consultant, and not a related adviser. The firm’s fee approach is characterized in the source as “Other,” indicating it doesn’t fall into the standard fee categories reported there. The FINTRX snapshot does not provide a client breakdown or detailed advisory activities. Industry affiliations reported include broker‑dealer, other investment adviser, and registered municipal advisor, which align with the firm’s stated business activities.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Misty Wrinkle
Chief Compliance OfficerCRD 2752550
Contacts
3 of 77
Kathryn Phillips
Financial AdvisorCRD 4707853
Jantz Kinzer
Account ExecutiveCRD 2398922
Dillon Wiedemann
Account ExecutiveCRD 7063392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 1601 N W Expy
- Time zone
- CT (UTC-6)
- Office locations
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