Donald Baxter
Donald Baxter is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Wichita, KS, with 49 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2103 N Collective Lane, Wichita, KS, 67206
Get directionsHistory
Regulatory History (2)
Regulatory
March 1993Customer Dispute
March 1993Other Business ActivitiesSells Insurance
Donald is the President of Baxter & Associates, Inc., dedicating nearly full-time hours to payroll and tax-related activities. He also owns multiple rental properties and is involved with the Air Capital Cosmopolitan Club Int'l of Wichita, and sells fixed insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Ffp Securities, INC.Broker
Pim Financial Services, INC.Broker
Pim Financial Services, INC.Broker
Primeline Securities CORP.Broker
Titan Capital CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
Westlake Securities, INC.Broker
American United Life Insurance CompanyBroker
Hartford Equity Sales Company INC.Broker
Nel Equity Services CorporationBroker
State Registrations33 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.