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Todd Robert Baker

Advisor at Thrivent Investment Management — Cameron, MO

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Cameron, MO 64429

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,188

Across 1,423 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Todd Baker is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Thrivent since 2021 and previously held roles at State Farm Investment Management and State Farm Insurance. Outside of his advisory work, Baker serves as Deacon Chairperson at First Baptist Church in Cameron, MO, where he organizes church leadership and participates in community outreach activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering areas such as retirement, tax, estate, and special needs planning, with clients able to combine these services with managed accounts under consolidated billing while keeping planning and portfolio management distinct.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

See office

Cameron, MO

500 Lana Dr

Cameron MO 64429

Advisors at this office

1

Most active in

Missouri · Texas

Work history

27 years of industry experience

Thrivent Financial

2021 - Present • 5 years

Minneapolis, MN

Thrivent Financial

2021 - 2021 • 1 year

Minneapolis, MN

Thrivent Investment Management Inc

2021 - Present • 5 years

Cameron, MO

Unemployed

2020 - 2021 • 1 year

Cameron, MO

State Farm Investment Management

2018 - 2020 • 2 years

Cameron, MO

State Farm Insurance

2013 - 2020 • 7 years

Cameron, MO

State Farm VP Management Corp.

2005 - 2020 • 15 years

Cameron, MO

Disclosures

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

Business activities & affiliations

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Phillip D

Series 65

Cameron, MO

Generational Wealth Development

Phillip Durbin is a financial advisor at Generational Wealth Development, LLC with a Series 65 credential and two years of industry experience. Prior to founding his current firm in 2023, he worked in community banking at BTC Bank for six years and held positions at Farmers Business Network and Bank Northwest. Outside of his advisory role, he is co-owner and president of Durbin Investments, a small private business focused on developing land for residential rental properties. Generational Wealth Development provides fee-only financial planning services to individuals and high-net-worth clients, emphasizing a planning-centered process with written plans and investment recommendations while leaving implementation decisions to clients. The firm offers a range of services including business, estate, retirement, and tax planning, as well as educational seminars.

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Michael B

Series 63, Series 65

Hamilton, MO

Eagle Strategies (NY Life)

Michael Brown is a financial advisor with Eagle Strategies (NY Life) based in Hamilton, MO, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has operated Himmelberg-Brown & Associates since 2003 and has been associated with Nylife Securities Inc. since 1995. Outside of advisory work, Brown is involved in cattle production and serves on several local boards, including the J.C. Penney Memorial Library & Museum Maintenance Trust and the Hamilton Methodist Church board. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors, institutional clients, and retirement plans, delivering tailored advice primarily on a non-discretionary basis within a New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Dillon B

Series 66

Cameron, MO

Edward Jones

Dillon Bird is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at BTC Bank for twelve years. Outside of advising, he co-owns a farming business involved in cattle feeding and bookkeeping in Gallatin, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and managing approximately $1.01 trillion in assets.

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

Series 63, Series 66

Gallatin, MO

Ameriprise

Christopher Wolfgram is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Park Avenue Securities, Guardian Life Insurance, Principal Life Insurance, and Princor Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

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

Series 66

Cameron, MO

LPL Financial

Spencer Ice is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked in muscle car restorations and completed his studies at McPherson College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Everett I

CFP®, Series 63, Series 66

Cameron, MO

LPL Financial

Everett Ice is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2021. His prior career includes eleven years at Wells Fargo Advisors Financial Network LLC and two years at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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