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Daniel John Baxter Sr.

Advisor at United Advisors America — Platteville, WI

Updated today

Credentials

Series 63, Series 65

Experience

10 years

Location

Platteville, WI

United Advisors America logo

United Advisors America

Team

Total advisors

22

Across 16 offices

Clients per advisor

128 Very High

Avg AUM per client

$158,957 Very Low

HNW client ratio

2% Very Low

About

Daniel Baxter is a financial advisor with United Advisors America and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Alliance America Corporation and Mutual of Omaha. Outside of his advisory work, he is an insurance agent for Alliance America, focusing on life and health insurance. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing customized asset allocations and model portfolios with mutual funds, ETFs, and select exchange-traded products.

Client services

Based on United Advisors America

Financial planning Portfolio management Pension consulting

Expertise

Based on United Advisors America

Annuities Long-term care insurance Social Security optimization Retirement income strategy

Occupation focus

Based on United Advisors America

Retired

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Fee options

Percentage

$0 - $1,500,000: 1.0% annually $1,500,001 - $2,500,000: 0.8% annually $2,500,001+: 0.6% annually null - null: Fixed Income Portfolio Management: 0.5% annually

Commissions

Insurance product sales result in commissions to representatives from insurance carriers.

Other

Account minimum: $50,000

Location

See office

Platteville, WI

Platteville WI

Advisors at this office

1

Most active in

Illinois · Wisconsin

Work history

10 years of industry experience

United Advisors America Corporation

2017 - Present • 9 years

Prosper, TX

Alliance America Corporation

2016 - Present • 10 years

University Park, FL

Mutual of Omaha Investor Services

2016 - 2016 • 1 year

Mauston, WI

Mutual of Omaha

2015 - 2016 • 1 year

Mauston, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John D

Series 65

Platteville, WI

Rosemeyer Management Group

John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Kaley B

Series 66

Platteville, WI

Rosemeyer Management Group

Kaley Bockhop is a financial advisor at Rosemeyer Management Group with five years of industry experience. She holds the Series 66 designation and has worked at RMG Wealth Management, Rosemeyer Management Group, Compeer Financial, and Badgerland Financial. Outside of finance, she owns and operates Kaley's Cattle LLC, a livestock business. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs while incorporating fundamental, technical, and cyclical analysis.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brooklyn F

Series 65

Platteville, WI

Rosemeyer Management Group

Brooklyn Flanagan is a Series 65-licensed financial advisor at Rosemeyer Management Group with two years of industry experience. Brooklyn’s background includes roles in banking, tax and accounting, and community-related activities such as working with the Badger Mine & Museum and operating a daycare service. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and plan sponsors. The firm employs a value-oriented, long-term investment approach combined with integrated financial planning and specialized retirement services.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jake M

Series 65

Platteville, WI

Rosemeyer Management Group

Jake Miller is a financial advisor at Rosemeyer Management Group in Platteville, WI, holding a Series 65 designation with one year of experience. His background includes service in the USAF National Guard and entrepreneurial work with Craft Spice Blends. Rosemeyer Management Group offers discretionary asset management, financial planning, and retirement plan consulting to a range of clients, using a value-oriented, long-term investment approach combined with strategic asset allocation and periodic rebalancing.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Dylan R

Series 65

Platteville, WI

Rosemeyer Management Group

Dylan Rasmason is a financial advisor at Rosemeyer Management Group with a Series 65 credential and one year of industry experience. His background includes roles at the University of Missouri in both the College of Agriculture, Food & Natural Resources and the Office for Financial Success, as well as positions in banking and retail. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, trusts, and corporate plan sponsors. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and integrates financial planning with investment services.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Payton S

Series 65

Platteville, WI

Rosemeyer Management Group

Payton Simon is a financial advisor at Rosemeyer Management Group with a Series 65 designation and five years of industry experience. Prior to his advisory roles, he worked in the athletic department at the University of Wisconsin - Madison and has held positions in the restaurant and retail sectors. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm employs a value-oriented, primarily long-only investment approach combined with fundamental, technical, and cyclical analysis, managing approximately $691 million in client assets across multiple offices.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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