William Baxter (CFP®, ChFC®, CLU)
William Baxter focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Medical Professionals
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Medical Professionals
Planning Specialties
Bill is the Managing Partner of Paladin Partners, LLC. He has been in the financial services industry since 1997. He is a graduate of Winona State University, and completed his CFP® certification in 2004, CLU certification in 2006, and ChFC® certification in 2007. He has responsibility for the creation and management of Wealth Management analysis reports and customized client financial strategies. Bill holds the FINRA series 65 registration. After serving as a member of a management team which completed a successful turnaround of a failing Milwaukee manufacturer in 1996, he serve as a discretionary asset manager at Merrill Lynch, Morgan Stanley and Wachovia securities. Bill joined Integrated Financial Solutions in April of 2006 to become the director of Wealth Management Services. Bill joined Paladin in June of 2009.
Additional Information
Bill is a member of the Kettle Morain HOG chapter, and American Mensa. He enjoys summer days on the Harley, and a good game of chess.
NAPFA Start Date
November 04, 2009
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