Matthew J Baker
Investment adviser representative at Legacy Cornerstone Wealth LLC
13 yearsExperience
7 statesRegistered in
ChFC®Designation
$22.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Mj Baker LLCFeb 2020 to now
- Legacy Cornerstone Wealth LLCMay 2018 to now
- Cetera Investment Advisers LLCSep 2025 to Jan 2026
- Avantax Advisory ServicesJul 2025 to Sep 2025
- Avantax Insurance Agency, LLCJul 2025 to Sep 2025
- Epic Trust Az LLCMar 2022 to Jan 2026
- Epic Trust Investment Advisors LLC dba Epic Private WealthMay 2018 to Jan 2026
- Epic Private WealthMay 2018 to Jul 2025
- Ameritas Investment Corp.Jun 2017 to May 2018
- Capital Choice Investment Advisers, Inc.Apr 2017 to Jun 2017
- The Guardian FinancialMay 2014 to May 2018
- Ccf Investments, IncMay 2014 to Jun 2017
- Capital Choice Financial ServicesSep 2013 to May 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, ID, LA, NV, TX, VA).
Legacy Cornerstone Wealth LLC
$22.4MAssets managed
181Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6334092
- Firm CRD
- 281027