Daniel BaxterCRD Number: 6612829
Current Firm: United Advisors America
Daniel Baxter (CRD# 6612829) is an Investment Advisor Representative working at United Advisors America in Platteville, WI and has over 6 years of experience in the finance industry.
Lpl Financial LLC
Avantax Planning Partners, Inc.
|United Advisors America Corporation||Prosper, TX||Apr 2017 - Current||5|
|Alliance America Corporation||University Park, FL||Sep 2016 - Current||6|
|Mutual Of Omaha||Mauston, WI||Sep 2015 - Dec 2016||1|
|Mutual Of Omaha Investor Services||Mauston, WI||Feb 2016 - Nov 2016||< 1|
|Knights Of Columbus||Platteville, WI||Jun 2015 - Oct 2015||< 1|
|Knights Of Columbus||Platteville, WI||Sep 2006 - Jun 2015||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2016|
|S65||NASAA Investment Advisors Law Examination||Mar 2017|
Total Assets Under Management183MILLIONS
Total Number of Accounts1,554ACCOUNTS
Average Account Value$117,572
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, CO, FL, GA, IA, IL, KS, KY, MA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.