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 at my family's resort up north.

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 it!

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.

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 offered through MWA Financial Services Inc., 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 all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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