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William Michael Baxter

Paladin Partners

Hartland, WI

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Current Employers
Paladin Partners

138 North Avenue Suite 10, Hartland, WI 53029 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
TX RA APPROVED_RES 2020-05-26
  • WI RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2020-05-26

Branch Locations

138 North Avenue Suite 10, Hartland, WI 53029 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paladin Partners Delafield WI 08/2009 Present
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-16
S63 Uniform Securities Agent State Law Examination 1996-12-11
  • S65 Uniform Investment Adviser Law Examination
    1996-12-16
  • S63 Uniform Securities Agent State Law Examination
    1996-12-11
Designations
Other Names
  • William M Baxter

View on SEC IAPD

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Other Offices

EDWARD JONES · HARTLAND, WI
U.S. BANCORP ADVISORS, LLC · Hartland, WI
LPL FINANCIAL LLC · HARTLAND, WI
BOARDWALK FINANCIAL STRATEGIES LLC · HARTLAND, WI
EDWARD JONES · HARTLAND, WI
BELPOINTE ASSET MANAGEMENT LLC · Hartland, WI
BELPOINTE ASSET MANAGEMENT LLC · Hartland, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Hartland, WI

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