Courtney
Baxter

Commonwealth Financial Network

CRD#6881199
Investment Advisor
in Douglas, WY

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About this Advisor

Courtney Baxter is a financial advisor who works out of Douglas, Wyoming with 1 year of industry experience. Baxter is on the advisory team at Commonwealth Financial Network. Over the course of their career, they have held roles at Commonwealth Financial Network, City Of Casper, Albany County School Distict, The University Of Wyoming, Laramie Plains Federal Credit Union, Edward Jones, Northern Arizona University, Casper College and Merritt Wealth Management. Baxter maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Wyoming. Commonwealth Financial Network is a business based out of Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 financial advisors. It handles $146 billion in total assets among its 585,629 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 client accounts, just 4% belong to high-net-worth clients who have at least $1 million in investable assets. Commonwealth Financial Network has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on the services. However, fees billed by Commonwealth Financial Network most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Douglas, WY

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

WY Average: $16,012,751,954
Total Number of Employees

4,300

WY Average: 118
Total Number of Accounts

585,629

WY Average: 4,567
Average Account Size

$249,965

WY Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Courtney Baxter Work History

Courtney has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Commonwealth Financial Network

2022 - Present (2 years)

Merritt Wealth Management

2021 - 2021 (< 1 year)

Commonwealth Financial Network

2021 - 2022 (1 year)

Commonwealth Financial Network

2020 - 2020 (< 1 year)

Albany County School Distict

2020 - 2020 (< 1 year)

The University Of Wyoming

2019 - 2020 (1 year)

Laramie Plains Federal Credit Union

2019 - 2020 (1 year)

The University Of Wyoming

2017 - 2019 (2 years)

Northern Arizona University

2015 - 2020 (5 years)

Edward Jones

2014 - 2017 (3 years)

Casper College

2013 - 2019 (6 years)

City Of Casper

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Courtney Baxter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Stephen Cefalu
Jacksonville, FL
Alejandro Biagiotti
Bedford, NH
Sviatlana Maslava
New York, NY
Stephanni Sharp
San Diego, CA
Sean Roche
Waltham, MA
Mark Kutzke
Rochester, MN
Tyler Price
Kennewick, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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