Jacob Baxter is a registered investment advisor at Mwa Financial Services, INC., based in Brookfield, WI, with 6 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Retirement Planning, Special Needs Planning. Their firm serves 2,298 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MWA Financial Services offers adviser managed and third-party managed accounts. Fees for these accounts range from 0.25% to 1.50% of the value of your portfolio each year, charged quarterly. More information can be found in the MWAFS Managed Account Brochure.
Location
12557 W. Burleigh Road, Suite 7, Brookfield, WI, 53005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jacob coaches for the Elmbrook Youth Hockey Association and the Elmbrook School District. These activities are not investment-related and take about 10-20% of his time each.
Employment History
Current Registrations
Mwa Financial Services INC.Broker
Mwa Financial Services, INC.
Previous Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.