Matthew Jay Baker
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCJul 2023 to now
- Cain Watters & AsssociatesJan 2022 to Jun 2023
- Ernst & YoungOct 2020 to Dec 2021
- N/aJun 2020 to Sep 2020
- Branson BankJun 2019 to Sep 2019
- Taylor & AssociatesJun 2019 to Aug 2019
- Northwestern MutualAug 2018 to May 2019
- KanakukMay 2018 to Aug 2018
- Oklahoma Baptist UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 7057002
- Firm CRD
- 6363