Cross State Financial Group
46yrs
Top advisor by experience in Albuquerque
12yrs
Dylan Baxter
Full name on record: Dylan Jaymes Baxter
Financial advisor at Ameriprise Financial Services
Dylan Baxter is a fiduciary financial advisor in Albuquerque, New Mexico, with 12 years in the industry. After a year at PNC Wealth Management, Dylan joined Ameriprise Financial Services in 2016, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 535 advisors with offices in Albuquerque, and one of 510 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office3850 Masthead St NE, Albuquerque, NM 87109
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowAmeriprise Financial Services, LLCCurrent firm
- Mar 2015 – May 2016PNC Wealth Management LLCPreviously
Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dylan
How do I contact Dylan?
Call Ameriprise Financial Services at 612-671-3131 and ask for Dylan Baxter. Dylan works from the Albuquerque, NM office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Dylan hold?
Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dylan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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