Jacob Baxter | Modern Woodmen Financial Representative

Jacob Baxter

FIC

Jacob Baxter

FIC

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Jacob Baxter
At work

At work

At work

Why I do what I do

Why I do what I do

I'm dedicated to helping small-business owners and their employees achieve success through personalized financial planning strategies, expert guidance and a commitment to help them reach their financial goals.

I serve members in…

Wisconsin, Minnesota, Florida, Georgia, Illinois, Indiana, Colorado, Ohio, Texas and Washington.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, stocks, bonds, ETFs and mutual funds.

I enjoy working with…

business owners and people preparing to transition into retirement (5-10 years away). I'm also very involved with the hockey community, and I enjoy working with hockey families.

I attended…

the University of Minnesota Duluth, where I received a bachelor's degree in finance.

I am very proud of…

obtaining all four Modern Woodmen Sure Start Awards. These are given to representatives who are building a successful practice.

The best part of my career is…

being a trusted partner in guiding businesses toward success and growth as a result of strategic financial planning. Being part of that journey and seeing the positive impact on the businesses I work with is incredibly rewarding.

“The best part of my career is being a trusted partner in guiding businesses toward success and growth as a result of strategic financial planning. Being part of that journey and seeing the positive impact on the businesses I work with is incredibly rewarding.”
At home

At home

At home

My life outside of work

My family includes…

just me and my black lab, Odie!

In my free time, you can find me…

at the hockey rink or on the golf course.

I’m passionate about…

the Packers, dogs, and being an advocate for growing hockey in the Milwaukee area.

My hidden talent is…

cooking. I like to spend time in the kitchen making delicious meals ... and eating them!

Community impact

In the community

In the community

My local community impact

I have lived in my community…

since May 2019.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects to raise money for those in need.

My favorite memory from a fraternal event is…

helping sponsor a hockey equipment drive for a special-needs hockey team in Milwaukee.

Also…

I spend a lot of time working with the Brookfield Glaciers' girls high school goalies.

Current insights

Current insights

Scholarships – High School Seniors | Modern Woodmen

If your child is entering high school, college may seem like a long way off. But now’s the time to prepare for future scholarship eligibility. Give me a call to learn more about Modern Woodmen’s scholarship competition for high school seniors. modernwoodmen.org/scholarships-HS

Did you know? Modern Woodmen members can receive financial help to continue their education later in life. This includes undergrad, graduate and trade/technical school programs. Reach out to learn more about Modern Woodmen's scholarship competition for members ages 21 and up.

Modern Woodmen scholarship competition 2026 winners

Help me congratulate the winners of Modern Woodmen's 2026 scholarship competitions! This member-exclusive program supports learners at every stage, with awards for both high school seniors and members 21 and up. This year, we awarded $622,000 in scholarships to help our members achieve their educational goals. These recipients are on their way to financial security, quality family life and meaningful community impact — the shared commitments that connect Modern Woodmen members nationwide. Watch the video to hear from some of this year's winners. https://youtu.be/ld8eOD8UjzE You can see the full list of winners on our website: https://www.modernwoodmen.org/scholarshipwinners-highschool/?utm_source=hearsay_site&utm_medium=872183&utm_campaign=3245896 https://www.modernwoodmen.org/scholarshipwinners-21plus/?utm_source=hearsay_site&utm_medium=872183&utm_campaign=3245896

What High Gas Prices Really Mean for Your Finances When gas prices spike, most of us feel it immediately at the pump. The real impact goes far beyond the extra $10–$20 per fill-up. Here’s what’s happening behind the scenes: It’s not just your tank—it’s everything you buy When fuel costs rise, businesses pay more to manufacture and transport goods. Those costs often trickle down to consumers in the form of higher prices on everyday essentials. Spending priorities start to shift As more income goes toward necessities like gas and groceries, many households naturally pull back on non-essential spending—sometimes without even realizing it. Less margin for saving and investing Even small increases in recurring expenses can reduce the amount you’re putting toward long-term goals like retirement, college funding, or wealth building. A ripple effect on the broader economy Energy costs play a major role in inflation trends, which can influence interest rates, market performance, and overall economic confidence. Moments like this are a great reminder of why having a flexible, well-structured financial strategy matters. External factors will always change—your plan should be built to adapt with them. Please enjoy this picture of me waiting 30 minutes to save 30 cents/gallon at Costco. What should I do with the $3.30 I saved!?

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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