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About Quinton Baker

I have been in the financial services industry since 2019. Since then, I have enjoyed helping people develop comprehensive dedicated plans that include tax efficiency, personalized investment management, retirement income strategies, and estate wealth transfer preparations and implementation.

In my free time, I enjoy reading, experimenting with new recipes, and spending time with my children. My wife and I have been together since 2015 and have six children. Four of our six children have been adopted through the foster care system.

Professional Designations

Certified Investment Management Analyst® - CIMA®

Designation granted by Investment & Wealth Institute®. CIMA® is the premier technical portfolio construction program for investment consultants, analysts, financial professionals, and wealth management professionals. Topics include statistics and methods, applied finance and economics, investments, portfolio theory and behavioral finance, risk and return, and Portfolio Construction and Consulting Process. To receive the CIMA® designation, candidates must successfully complete the CIMA® education program, pass the comprehensive exam, meet experience requirement and ethics standards.

Education & Accomplishments

FINRA Series 07 General Securities Representative
FINRA Series 65 Uniform Investment Advisor Law
FINRA Series 63 Securites Agent State Law
Life and Health Insurance Licenses
Florida Certified Building Contractor

Meet My Team

Advocate Wealth Advisors

Advocate Wealth Advisors

Title: Team Practice
Website: https://connect.thrivent.com/advocate-wealth-advisors

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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