Matthew Baker
Advisor at Ameriprise
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.
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
Fee options
$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.
Location
4675 Gretna Rd
Branson, MO 65616-7215
Most active in
Matthew B has reported serving >5 clients in these states in the last 12 months.
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
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
David D
Series 63, Series 66
Galena, MO
AGH Wealth Advisors, LLC
Rob J
Series 66
Branson, MO
Edward Jones
Michael T
Series 66
Branson, MO
Edward Jones
Shay R
Series 66
Branson, MO
LPL Enterprise
Sean P
ChFC®, Series 63
Saddlebrooke, MO
Ameriprise
Fadilah G
Series 63, Series 65
Cape Fair, MO
LPL Financial
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