August 26, 2020 – Please take a moment to meet Series 7 Registered Representative Jacob Baxter. Jacob enjoys being at the hockey rink (playing or coaching), at his family’s resort in Mercer, WI or at Wild Wings shooting sporting clays.
I serve members in… Wisconsin, Minnesota, Illinois and Colorado
I can help you plan for life using a variety of tools, including… life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities. I am licensed to do anything on the market, so I can do whatever needs to be done to hit your goals!
I enjoy working with… people I naturally connect with, such as young adults and families who have children playing sports. I also like working with individuals in retirement to help them live out the retirement they want to live.
I attended… the University of Minnesota Duluth and received a bachelor’s degree in finance.
I am very proud of… obtaining my Series 7 and Series 66 professional licenses before coming on as a full-time representative. I am also a registered Investment Adviser Representative.
I chose Modern Woodmen because… I believe in the organization’s values. Being able to make an impact within my community through our fraternalism was a huge draw for me.
The best part of my career is… every day is a learning experience and grants me with many opportunities to learn and reflect on how I can better serve my current and future members.
A favorite moment in my career was when… I made my parents and grandparents members of Modern Woodmen and put them on the right path to reach their financial goals.
Jacob would like you to know……I chose this career because I want to help others pay off their debts and achieve their future goals, without hindering their ability to enjoy doing the things they do today.
Jacob’s office is in Brookfield and you can reach him at 414-367-7526 or check out his website click HERE.