Matthew Baker (CRD# 7057002) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Branson, MO and has 1 year of experience in the finance industry.
CRD# 4723050
Tri-lakes Financial Services, LLC
CRD# 7024883
Edward Jones
CRD# 7003017
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Branson, MO | Jul 2023 - Current | < 1 |
Cain Watters & Asssociates | Frisco, TX | Jan 2022 - Jun 2023 | 1 |
Ernst & Young | Tulsa, OK | Oct 2020 - Dec 2021 | 1 |
N/a | Tulsa, OK | Jun 2020 - Sep 2020 | < 1 |
Oklahoma Baptist University | Shawnee, OK | Jan 2019 - May 2020 | 1 |
Oklahoma Baptist University | Shawnee, OK | Aug 2016 - May 2020 | 3 |
Branson Bank | Branson, MO | Jun 2019 - Sep 2019 | < 1 |
Taylor & Associates | Branson, MO | Jun 2019 - Aug 2019 | < 1 |
Northwestern Mutual | Springfield, MO | Aug 2018 - May 2019 | < 1 |
Kanakuk | Lampe, MO | May 2018 - Aug 2018 | < 1 |
Kanakuk | Branson, MO | Jun 2016 - Aug 2016 | < 1 |
Branson Isd | Branson, MO | Aug 2012 - May 2016 | 3 |
Nike | Branson, MO | May 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- MO
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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