Matthew Jay Baker
Advisor at Ameriprise — Branson, MO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
2 years
Location
Branson, MO 65616-7215
Ameriprise
Institution
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.
Based on Ameriprise
Based on Ameriprise
$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%
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.
Branson, MO
4675 Gretna Rd
Branson MO 65616-7215
Advisors at this office
1
Missouri · Texas
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
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Insurance agent
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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