Jim Baker is a CFS Financial Consultant and Chartered Retirement Planning CounselorSM at DFCU Financial Partners.
Jim helps members to identify clear financial goals and then help them to develop and implement the sound financial strategies to achieve them.
A native Canadian, Jim holds a Bachelor of Science degree from Ferris State University. He is registered through CUSO Financial Services, L.P. (CFS), our broker-dealer, and holds his FINRA Series 7 (General Securities) license, FINRA Series 63 license and FINRA Series 66 license. Additionally Jim holds his Life, Accident and Health and Variable Contracts licenses with the State of Michigan. FINRA licenses are held in IN, NC, OH, VT, PA, MI, AL, SC, TX, MO, NV, GA, FL, AZ, CA, IL, MN, NY, and WI. He received his Chartered Retirement Planning Counselor designation from the College for Financial Planning.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.