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.
CRD# 4802967
Edward Jones
CRD# 2298964
Lpl Financial LLC
CRD# 6810774
Avantax Planning Partners, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- WI
-
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
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