AIF®, CASL®, ChFC®, CLU®, C(K)P®
Managing Partner
CSi Advisory Services, a division of HUB International
Kristi Baker is the Managing Partner of CSi Advisory Services, a division of HUB International. For three decades Kristi has been a trusted advisor focused on helping clients make the small, intentional changes that lead to life-altering results.
Among her many accolades, Kristi has been named a 2023 Top Retirement Plan Adviser by PLANADVISER Magazine and a Five Star Wealth Manager in 2023 for the 12th consecutive year,.
CSi Advisory Services celebrated 50 years in 2021 and has garnered a great deal of recognition over that time, including being named a 2022 NAPA Top DC Advisor Team and one of PLANADVISER’s Top 100 Retirement Plan Advisers. The team is dedicated to advocating for clients while providing the personal and attentive service that ensures they feel supported. CSi provides retirement plan consulting and support to company decision-makers, so they can make informed decisions with confidence that are in the best interest of their employees.
(317) 844-3256
Indianapolis, IN
Client plans - 200+
Participants – 15,000+
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