LW
LW

Layton White

23 Years of Experience
Baxter, MN
Broker

Layton White is a registered investment advisor at Wells Fargo Advisors, based in Baxter, MN, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

14091 Baxter Drive Suite 104, [Satellite], Baxter, MN, 56425

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Layton works as a bank or credit union associate at Bremer Bank and as a financial advisor at Bremer Investments, dedicating about half of his time to each. He also serves as Power of Attorney for his mother and has ownership stakes in Capstone Financial Group LLC and Bluewing Capital LLC, though these require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
August 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2009 - August 2023 · 14 yrs
Raymond James Financial Services, INC.Broker
August 2009 - August 2023 · 14 yrs
Invest Financial Corporation
July 2007 - August 2009 · 2 yrs 1 mo
Invest Financial CorporationBroker
February 2003 - August 2009 · 6 yrs 6 mos
State Registrations25 states
ARAZCOFLIAILKSKYMAMDMIMNMOMTNCNDNENVOKSCSDTXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.