Jacob Baxter | Modern Woodmen Financial Representative

Jacob Baxter

FIC
Photograph of Jacob Baxter

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

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

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!

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

Modern Woodmen scholarship competition 2025 winners

Help me congratulate the winners of Modern Woodmen's scholarship competition. I'm excited to see member students pursuing their dreams. Hear from just some of this year’s winners. https://youtu.be/6nLvufQHj0s

Learn more

https://www.modernwoodmen.org/scholarships/

Read more

🎓 May 29 is 529 Day! 🎓 Thinking about your child’s future? A 529 plan is a smart, tax-advantaged way to save for education — whether it's college, trade school, or even K–12 tuition. 💡 Why consider a 529 plan? ✅ Tax-free growth ✅ Tax-free withdrawals for qualified education expenses ✅ Can be used for tuition, books, room & board, and more ✅ Some states offer tax deductions or credits Start small. Dream big. Every dollar saved today is a step closer to a brighter tomorrow. 🌟 🔗 Contact me to learn more and start saving! #529Day #CollegeSavings #EducationMatters #FutureReady #SmartSaving #FinancialPlanning Consider the investment objectives and risks and the charges and expenses of the investment company carefully before investing. Investments in 529s and mutual funds are subject to market risks, including the potential loss of principal. For this and other information about the investment company, obtain a prospectus from your Modern Woodmen representative. Read it carefully before you invest or pay money. 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.

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Tax Advantages

🎓 Wisconsin Families: Save Smart with a 529 Plan! 🎓 529 Day is in 3 weeks! Did you know contributing to a Wisconsin 529 plan like Tomorrow’s Scholar can help you save on taxes and invest in your child’s future? 2025 Tax Benefits for Wisconsin Residents: ✅ Up to $5,130 state income tax deduction per beneficiary (single/joint filers) ✅ Up to $2,560 deduction for married filing separately ✅ Tax-deferred growth on investments ✅ Tax-free withdrawals for qualified education expenses ✅ Contributions can be made until April 15 for the previous year ✅ Anyone can contribute — parents, grandparents, friends! 📚 Whether it’s college, trade school, or K–12 tuition, a 529 plan helps you grow your savings while reducing your tax bill. Win-win! 🌟 🔗 Contact me today to learn more! #Wisconsin529 #Edvest #CollegeSavings #TaxSmart #FutureReady #529Plan #FinancialPlanning https://529wi.voya.com/page/tax-advantages Consider the investment objectives and risks and the charges and expenses of the investment company carefully before investing. Investments in 529s and mutual funds are subject to market risks, including the potential loss of principal. For this and other information about the investment company, obtain a prospectus from your Modern Woodmen representative. Read it carefully before you invest or pay money. 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.

Learn more

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.
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Notice of collection for California residents
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.

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