Our Financial Consulting Team

Jim Baker really enjoys using his knowledge and experience to help others realize their personal goals through investment planning.

Jim Baker is a 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 Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, Mississippi, Missouri, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Washington, West Virginia and Wisconsin. 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. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial.


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