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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Baxter is a financial advisor with over 40 years of experience in the financial services industry. Donald has worked with several firms throughout his career, including SagePoint Financial, Inc., SII Investments, Inc., and currently Osaic Wealth, Inc. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Donald holds the Series 7, 24, 31, 51, and 63 licenses. He is also a Certified Financial Planner. Donald has a strong track record of helping clients achieve their financial goals and is committed to providing personalized and professional service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
09/01/2023 - Present
Osaic Wealth, Inc. (WICHITA KS)
KS
12/08/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WICHITA KS)
KS
08/16/2001 - 12/01/2017
SII INVESTMENTS, INC. (WICHITA KS)
MO
01/20/1997 - 08/17/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
CA
08/24/1995 - 01/16/1997
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
CA
01/17/1992 - 08/10/1995
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
KS
11/08/1985 - 12/31/1991
PRIMELINE SECURITIES CORP. (WICHITA KS)
IN
10/28/1977 - 06/07/1991
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NA
03/31/1984 - 11/27/1985
TITAN CAPITAL CORPORATION
NA
01/13/1984 - 07/06/1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
07/08/1983 - 03/21/1984
WESTLAKE SECURITIES, INC.
NA
10/19/1976 - 07/13/1983
NEL EQUITY SERVICES CORPORATION
NA
03/14/1977 - 07/13/1982
HARTFORD EQUITY SALES COMPANY INC.
IA
Issued 11/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/14/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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