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Matthew Jay Baker

Advisor at Ameriprise — Branson, MO

Updated today

Credentials

Series 66

Experience

2 years

Location

Branson, MO 65616-7215

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,085 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Matthew Baker is a financial advisor with Ameriprise in Branson, MO, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Cain Watters & Associates, Ernst & Young, and Branson Bank. He is also employed by Branson Bank, where he serves as a financial advisor through Ameriprise’s investment service custodial channel. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning, utilizing proprietary research and third-party data to support tax-aware withdrawal strategies and asset allocation.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Branson, MO

4675 Gretna Rd

Branson MO 65616-7215

Advisors at this office

1

Most active in

Missouri · Texas

Work history

2 years of industry experience

Ameriprise

2023 - Present • 3 years

Branson, MO

Cain Watters & Asssociates

2022 - 2023 • 1 year

Frisco, TX

Ernst & Young

2020 - 2021 • 1 year

Tulsa, OK

n/a

2020 - 2020 • 1 year

Tulsa, OK

Branson Bank

2019 - 2019 • 1 year

Branson, MO

Taylor & Associates

2019 - 2019 • 1 year

Branson, MO

Oklahoma Baptist University

2019 - 2020 • 1 year

Shawnee, OK

Northwestern Mutual

2018 - 2019 • 1 year

Springfield, MO

Kanakuk

2018 - 2018 • 1 year

Lampe, MO

Oklahoma Baptist University

2016 - 2020 • 4 years

Shawnee, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

David D

Series 63, Series 66

Galena, MO

AGH Wealth Advisors, LLC

David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.

General retirement planning General tax planning

Rob J

Series 66

Branson, MO

Edward Jones

Rob Johns is a financial advisor at Edward Jones in Branson, MO, with 9 years of industry experience. He holds the Series 66 designation and previously worked at Central Bank of Branson from 2011 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Michael T

Series 66

Branson, MO

Edward Jones

Michael Taylor is a financial advisor with Edward Jones in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an organizer of March and October, LLC, an entity formed for property purchase in New Virginia, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar

Jacob D

Series 66

Branson, MO

LPL Enterprise

Jacob Dean is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Robbins Financial LLC and Charles Schwab. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Shay R

Series 66

Branson, MO

LPL Enterprise

Shay Robbins is a Series 66-licensed financial advisor with LPL Enterprise and has two years of industry experience. Prior to joining LPL Enterprise, Robbins worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial advising, Robbins is a silent partner in a local pizza business and has been active as a speaker for seminars and workshops since 2005. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services using a platform that integrates adviser programs with insurance and other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Sean P

ChFC®, Series 63

Saddlebrooke, MO

Ameriprise

Sean Prewitt is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 license, and has 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as an independent board member for AGF Mortgage Funding, LLC, and owns office properties in Springfield, MO, and Harrison, AR. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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