Matthew J. Baker

Current Employers

Employment History

• 05/2010 → 01/2024
  Woodbury Financial Services, Inc
  Highland, IN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Munster, IN

Previous Registrations

• 2010-05-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Highland, IN
  Noblesville, IN
  Munster, IN
• 2008-11-03 → 2010-06-01
  Next Financial Group, Inc.
  Highland, IN
  Oquawka, IL

Other Businesses

1) BAKER CONSULTING DBA MATTHEW BAKER INC (FIXED INSURANCE) POSITION: President / CEO NATURE: Annuities, life insurance, & financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/06/1996 ADDRESS: 9245 Calumet Ave, Suite 202, Munster, IN 46321, United States DESCRIPTION: Provide clients with financial planning including providing information on annuities, mutual funds and insurance. 2) MATTHEW BAKER INC. POSITION: Accountant NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 08/15/2023 ADDRESS: 9245 Calumet Ave, Munster IN 46321, United States DESCRIPTION: Inventory assets and give tax planning regarding taxable assetsPlease be advised I am a degreed accountant with over 20 years of tax preparation experience. 3.) MATTHEW BAKER WEALTH PARTNERS POSITION: Accountant NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 08/15/2023 ADDRESS: 9245 Calumet Ave, Munster IN 46321, United States DESCRIPTION: Inventory assets and give tax planning regarding taxable assetsPlease be advised I am a degreed accountant with over 20 years of tax preparation experience.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-31
• S63 Uniform Securities Agent State Law Examination
  2001-08-11

Other Names

• Matthew J. Baker