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Andrew Earle Baxley

Two Trails Financial Planning

Oak Park, IL

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Current Employers
Two Trails Financial Planning

Oak Park, IL • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-06
TX RA APPROVED_RES 2025-05-19
LA RA APPROVED 2025-05-16
CO RA APPROVED 2025-05-14
IL RA APPROVED 2024-10-08
  • CA RA
    APPROVED
    Since 2026-01-06
  • TX RA
    APPROVED_RES
    Since 2025-05-19
  • LA RA
    APPROVED
    Since 2025-05-16
  • CO RA
    APPROVED
    Since 2025-05-14
  • IL RA
    APPROVED
    Since 2024-10-08

Branch Locations

Oak Park, IL • 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
Fidelity Brokerage Services Llc Greenwood Village CO 10/2015 10/2017
Strategic Advisers, Inc. Greenwood Village CO 03/2016 10/2017
Tiaa Denver CO 10/2017 05/2019
Tiaa Chicago IL 05/2019 11/2020
The Planning Center, Inc. Moline IL 11/2020 09/2024
Two Trails Financial Planning Llc Chicago IL 09/2024 Present
Builderfp Chicago IL 04/2026 Present
  • 10/2015 → 10/2017
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 03/2016 → 10/2017
    Strategic Advisers, Inc.
    Greenwood Village, CO
  • 10/2017 → 05/2019
    Tiaa
    Denver, CO
  • 05/2019 → 11/2020
    Tiaa
    Chicago, IL
  • 11/2020 → 09/2024
    Moline, IL
  • 09/2024 → Present
    Two Trails Financial Planning Llc
    Chicago, IL
  • 04/2026 → Present
    Builderfp
    Chicago, IL
Previous Registrations
Other Businesses

Andrew Baxley is the Founder of BuilderFP. He provides education and coaching to other financial planners through this other business, which is investment-related. He spends approximately 10 hours per week during securities trading hours on this outside business activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-04
S63 Uniform Securities Agent State Law Examination 2015-12-14
  • S66 Uniform Combined State Law Examination
    2016-03-04
  • S63 Uniform Securities Agent State Law Examination
    2015-12-14
Designations
Other Names
  • Andrew Earle Baxley
  • Andrew Baxley

View on SEC IAPD

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