user avatar

Matthew Baker

Advisor at Ameriprise

Updated today

Location

Branson, MO 65616-7215

Credentials

Series 66

Industry experience

2 years

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 and Ernst & Young. He is also employed as a financial advisor at Branson Bank, where he provides investment services through Ameriprise Financial. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

4675 Gretna Rd

Branson, MO 65616-7215

Most active in

Missouri · Texas

Work history

Ameriprise

2023 - Present (3 years)

Cain Watters & Asssociates

2022 - 2023 (1 year)

Ernst & Young

2020 - 2021 (1 year)

N/a

2020 - 2020 (1 year)

Branson Bank

2019 - 2019 (1 year)

Taylor & Associates

2019 - 2019 (1 year)

Oklahoma Baptist University

2019 - 2020 (1 year)

Northwestern Mutual

2018 - 2019 (1 year)

Kanakuk

2018 - 2018 (1 year)

Oklahoma Baptist University

2016 - 2020 (4 years)

Kanakuk

2016 - 2016 (1 year)

Branson ISD

2012 - 2016 (4 years)

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

Evan B

Series 66

Hollister, MO

Brandsma Capital LLC

Evan Brandsma is a financial advisor at Brandsma Capital LLC with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and Prudential Financial. Outside of his advisory role, Brandsma serves as a youth pastor at Keystone Baptist Church. Brandsma Capital provides investment advisory and financial planning services to individual and high-net-worth clients. The firm employs a multi-disciplinary investment process and offers a range of services including portfolio management, financial planning, and access to alternative investment products.

College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement income strategy Debt management
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 Early retirement planning Business ownership considerations 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

Shay R

Series 66

Branson, MO

LPL Enterprise

Shay Robbins is a financial advisor with LPL Enterprise, holding a Series 66 designation and 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 services, Robbins is a silent partner in a local pizza business and has experience as a speaker conducting seminars and workshops. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance 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
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")