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Theodore Baker, JD, CFA®

Managing Director

Ted Baker assists clients with personal financial analysis and planning and implementing investment strategies at United Capital Financial Advisors.

Prior to working for what is now United Capital, Ted joined Irongate International in 2004. He has since served in various investment roles, including manager due diligence, equity research, and portfolio management.

Ted earned a B.A. from the University of Iowa and an MBA and a J.D. from DePaul University. He is also a Chartered Financial Analyst® (CFA®) Charterholder.

Ted spends most of his free time with his busy family attending youth sporting events and enjoying the outdoors.

Check the background of this investment professional on FINRA’s BrokerCheck.

Advisory services offered by United Capital Financial Advisors, LLC (“United Capital”), an investment advisor registered with the SEC. Securities offered through Lion Street Financial, LLC (“LSF”), member FINRA / SIPC. LSF is under separate ownership from, and unaffiliated with, United Capital. LSF does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.  Lion Street Financial

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