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Rex B

Series 63, Series 65

Washington, UT

Ameriprise

Rex Baxter is a financial advisor with Ameriprise in Washington, Utah, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of advising, he serves on the board of Youth Futures of Utah and participates in the Weber State University endowment committee. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic automation alongside oversight committees to tailor retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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