Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Brookfield
7yrs
Jacob Baxter is a fiduciary financial advisor in Brookfield, Wisconsin, with 7 years in the industry. Jacob joined MWA Financial Services in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 494 advisors with offices in Brookfield, and one of 445 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?More experience than 51% of advisors at MWA Financial Services
Office12557 W. Burleigh Road Suite 7, Brookfield, WI 53005
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$314,476
Advisors at the firm213
States licensed ?1 state
Services through MWA Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
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
- Jan 2026 – nowMWA Financial Services Inc.Current firm
- 2020 – 2025MWA Financial Services Inc.Previously
Contact Jacob
(309) 558-3100Firm headquarters in Rock Island, IL. Ask for Jacob. 12557 W. Burleigh Road Suite 7Brookfield, WI 53005Office · Get directions LinkedIn pageMWA Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jacob
Tailored to Jacob’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jacob
How do I contact Jacob?
Call MWA Financial Services at (309) 558-3100 and ask for Jacob Baxter. Jacob works from the Brookfield, WI office.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2019, about 7 years. More experience than 51% of advisors at MWA Financial Services.
What licenses does Jacob hold?
Series 66. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacob paid?
MWA Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jacob 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.
Other advisors nearby
WHN Investor Services
46yrs
Top 1% by experience in Brookfield
BKM Wealth Management
46yrs
Top advisor by experience at BKM Wealth Management
Ameriprise Financial Services
44yrs
Top 1% by experience in Brookfield
UBS Financial Services
44yrs
Top 1% by experience in Brookfield
LPL Financial
44yrs
Top 1% by experience in Brookfield