Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
4 years
Location
Douglas, WY 82633
LaSalle St. Investment Advisors, L.L.C.
Multi-team
Courtney Baxter is a CFP® professional with four years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. Her prior roles include positions at Commonwealth Financial Network, Merritt Wealth Management, and Edward Jones. Baxter is also a teacher of Investing 101 at Eastern Wyoming College and serves as a board member for the Converse County Library Organization. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm manages both non-discretionary and discretionary portfolios, with a notable predominance of non-discretionary assets under management.
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
Douglas, WY
124 N. 3rd St.
Douglas WY 82633
Advisors at this office
1
Colorado · Minnesota · Montana · Nebraska · Nevada · Texas · Washington · Wyoming
4 years of industry experience
Commonwealth Financial Network
2022 - Present • 4 years
San Diego, CA
Merritt Wealth Management
2022 - Present • 4 years
Douglas, WY
Commonwealth Financial Network
2021 - 2022 • 1 year
San Diego, CA
Commonwealth Financial Network
2021 - 2021 • 1 year
Waltham, MA
The University of Wyoming
2020 - 2020 • 1 year
Laramie, WY
Albany County School Distict
2020 - 2020 • 1 year
Laramie, WY
Laramie Plains Federal Credit Union
2019 - 2020 • 1 year
Laramie, WY
The University of Wyoming
2019 - 2020 • 1 year
Laramie, WY
Northern Arizona University
2017 - 2019 • 2 years
Flagstaff, AZ
Edward Jones
2015 - 2020 • 5 years
Casper, WY
Casper College
2014 - 2017 • 3 years
Casper, WY
City of Casper
2013 - 2019 • 6 years
Casper, WY
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 financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and previously served in the Wyoming Army National Guard from 2014 to 2017. 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 under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and proprietary money market funds, operating under a fiduciary standard.
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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