Advisor at LaSalle St. Investment Advisors, L.L.C.
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Location
Douglas, WY 82633
Credentials
Series 63, Series 65
Industry experience
4 years
Courtney Baxter is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Merritt Wealth Management. Baxter serves as a board member of the Converse County Library Organization and teaches Investing 101 at Eastern Wyoming College. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both active and passive approaches, and manages a substantial portion of its assets on a non-discretionary basis.
Based on LaSalle St. Investment Advisors, L.L.C.
Based on LaSalle St. Investment Advisors, L.L.C.
Financial planning fixed fees typically range from $1,000 to $7,500
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.80% $2,000,001 - $5,000,000: 1.60% $5,000,001 - $10,000,000: 1.40% $10,000,001 - Negotiated: Negotiated
Approximately $250/hour for financial planning services
Account minimum: $25,000 Fee-only: Financial planning fees approximately $250/hour or fixed fees ranging from $1,000 to $7,500
124 N. 3rd St.
Douglas, WY 82633
Colorado · Minnesota · Montana · Nebraska · Nevada · Texas · Washington · Wyoming
Commonwealth Financial Network
2022 - Present (4 years)
Merritt Wealth Management
2022 - Present (4 years)
Commonwealth Financial Network
2021 - 2022 (1 year)
Commonwealth Financial Network
2021 - 2021 (1 year)
The University of Wyoming
2020 - 2020 (1 year)
Albany County School Distict
2020 - 2020 (1 year)
Laramie Plains Federal Credit Union
2019 - 2020 (1 year)
The University of Wyoming
2019 - 2020 (1 year)
Northern Arizona University
2017 - 2019 (2 years)
Edward Jones
2015 - 2020 (5 years)
Casper College
2014 - 2017 (3 years)
City of Casper
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Douglas, WY
Edward Jones
Mandi Lewis is a Series 66 licensed financial advisor with Edward Jones in Douglas, Wyoming, where she has worked since 2017. She has eight years of industry experience, including three years serving in the Wyoming Army National Guard prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Douglas, WY
Edward Jones
Nicole Rankin is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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