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Matthew Baisden, CFA, QKA, AIF

Matthew Baisden, CFA, QKA, AIF

Junior Associate

Followers of Matthew Baisden, CFA, QKA, AIF828 followers
location of Matthew Baisden, CFA, QKA, AIFSt Louis, Missouri, United States

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  • Timeline

  • About me

    Director of Corporate Retirement Planning at Plancorp, LLC

  • Education

    • Richard A. Chaifetz School of Business - Saint Louis University

      2008 - 2012
      Bachelor of Science

  • Experience

    • M&I Bank

      Apr 2008 - Jan 2010
      Junior Associate

    • Larson Financial Group

      Feb 2012 - Jun 2016

      • Junior Investment Analyst

        Jan 2015 - Jun 2016

      • Investment Analyst Assistant

        Feb 2012 - Dec 2014

    • Plancorp, LLC

      Jun 2016 - now

      • Director of Corporate Retirement Planning

        Jan 2023 - now

      • Corporate Retirement Plan Advisor

        Mar 2018 - Dec 2022

      • Plan Service Coordinator

        Jun 2016 - Mar 2018

  • Licenses & Certifications

    • AIF

      Fi360
      Nov 2017

    • Qualified 401(k) Administrator (QKA)

      American Society of Pension Professionals and Actuaries
      Feb 2020
      View certificate certificate

    • Series 66

      FINRA
      Mar 2015

    • Series 7

      FINRA
      Feb 2015

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Sept 2017

  • Honors & Awards

    • Awarded to Matthew Baisden, CFA, QKA, AIF
      Employee of the Quarter; 4th Quarter, 2013 Larson Financial Group
    • Awarded to Matthew Baisden, CFA, QKA, AIF
      Employee of the Quarter; 4th Quarter, 2015 Larson Financial Group

  • Volunteer Experience

    • Associate Board - President

      Issued by Boys Hope Girls Hope of St. Louis on Jul 2020
      Boys Hope Girls Hope of St. LouisAssociated with Matthew Baisden, CFA, QKA, AIF

    • Lacrosse Coach

      Issued by St. Margaret of Scotland Catholic Church on Mar 2016
      St. Margaret of Scotland Catholic ChurchAssociated with Matthew Baisden, CFA, QKA, AIF

    • Club Lacrosse Team - President

      Issued by Saint Louis University on May 2011
      Saint Louis UniversityAssociated with Matthew Baisden, CFA, QKA, AIF