William Michael Baxter

Employer firm

Paladin Partners CRD 132024

$199M regulatory AUM 33 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → Present
  Paladin Partners
  Delafield, WI

Previous Registrations

• 2009-06-26 → 2009-09-14
  Next Financial Group, Inc.
  Houston, TX
  Delafield, WI
• 2006-04-21 → 2009-06-16
  Mml Investors Services, Llc
  Delafield, WI
• 2004-08-30 → 2006-03-27
  Paladin Partners
  Menomonee Falls, WI
• 2004-01-12 → 2005-03-17
  Wells Fargo Clearing Services, Llc
  Delafield, WI

Other Businesses

KAPLAN/DEARBORN; INSTRUCTOR; 1% TIME SPENT; NO OWNERSHIP

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-16
• S63 Uniform Securities Agent State Law Examination
  1996-12-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• William M Baxter