This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CLARK ASSET MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Mar 8, 2013

First registration

Nov 4, 2013

Dual registered

no

Other names

GREG BAKER|GREGORY BAKER|GREG J BAKER|GREGORY JOSEPH BAKER|GREGORY JOSEPH BAKER|Gregory J Baker

IAPD individual key

6121230

• Occurred

  Aug 3, 2025
  Advisor changed firm

  Gregory Joseph Baker left Charles Schwab & Co., Inc. for Clark Asset Management, Llc (registered 2025-09-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bb94950b-0f5b-e042-0a6a-e527c98899c5

First observed

Nov 4, 2013

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.