Sandra Baker: Owner at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services

Career

Sandra Baker is not listed as a control person, but directly owns under 5% of Gerald Baker Financial Group, L.l.c.dba Baker Financial Services.

Gerald Baker Financial Group, L.l.c.dba Baker Financial Services is an investment adviser based in Arlington, TX, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $909 million, as filed on 19 February 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD: 4939228
Firm: Gerald Baker Financial Group, L.l.c.dba Baker Financial Services · CRD 112248
Role: Owner
In role since: January 2005 · 21 years
Control person: Not listed
Direct ownership: Under 5%
Firm headquarters: Arlington, TX
Individual registration: No current adviser record · SEC search
Disciplinary history: Not yet shown here · SEC record

Common questions

Where does Sandra Baker work?

Sandra Baker has been Owner of Gerald Baker Financial Group, L.l.c.dba Baker Financial Services since January 2005.

Source: Form ADV, Schedule A, filed 19 February 2026

How can I verify Sandra Baker’s record?

Sandra Baker’s role is listed on Gerald Baker Financial Group, L.l.c.dba Baker Financial Services’ Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 112248.

Source: Form ADV, Schedule A, filed 19 February 2026

Leadership at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services

Sources

IAPD individual lookup, CRD 4939228, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.

Form ADV Part 1A, Schedules A and B of Gerald Baker Financial Group, L.l.c.dba Baker Financial Services, filed 19 February 2026. Title, control and ownership bands.