Baxter, MN Cypress Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

13968 Cypress Drive Suite 2

Baxter MN 56425

Advisors at this office

3

Advisors at this office

Samuel H

Series 66

Baxter, MN

Edward Jones

Samuel Haug is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Outside of his advisory role, he has worked in supervisory and service positions at Cragun's Legacy Courses, a resort and golf course. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Travis R

Series 66

Baxter, MN

Edward Jones

Travis Roberts is a financial advisor with Edward Jones, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, he is involved as CEO of Trailshead Business Center, a rental property business in Baxter, MN. 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 and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mason F

Series 66

Baxter, MN

Edward Jones

Mason Fischer is a financial advisor at Edward Jones in Baxter, MN, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Flagstaff MV LLC, MV Mankato LLC, Target Corporation, and Caribou Coffee Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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