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Donald B
CFP®, Series 63, Series 65
Wichita, KS
OSAIC
Donald Baxter is a CFP® professional with 49 years of industry experience. He currently works at OSAIC and has held prior positions at SagePoint Financial, Inc. and SII Investments, Inc. He is president of Baxter & Associates, Inc. and has served as past president and board member of the Air Capital Cosmopolitan Club International of Wichita. Baxter is also a member of the East Y’s Mens Group, which organizes fundraisers benefiting local YMCA chapters. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary accounts, with a platform built on multiple mergers and private-equity ownership.
Justin B
Series 66
Wichita, KS
OSAIC
Justin Baxter is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. and SII Investments, Inc. He is a part owner of Baxter & Associates, Inc., where he contributes to marketing, client events, and staffing, and he also sells Medicare Advantage and other insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment types.
Scott B
Series 63, Series 65, Series 66
Wichita, KS
OSAIC
Scott Brown is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior firms include Sagepoint Financial, Inc. and SII Investments, Inc., and he also serves as team manager at Baxter & Associates. Brown has a notary role where he notarizes documents for clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party models to construct diversified portfolios.
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