Andrew Baxley, financial advisor Moline IL

Andrew Baxley

CRD Number: 6577215
Current Firm: The Planning Center, Inc.

Andrew Baxley (CRD# 6577215) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 8 years of experience in the finance industry. Andrew Baxley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Joseph Adam, financial advisor Moline IL
Joseph P. Adam
CRD# 5419183
Ameriprise Financial Services, LLC
Similar Advisors
Bryan Adamson, financial advisor Moline IL
Bryan C. Adamson
CRD# 4397919
Ubs Financial Services Inc.
Similar Advisors
Shawn Agan, financial advisor Moline IL
Shawn M. Agan
CRD# 4230601
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
The Planning Center, Inc. Moline, IL Nov 2020 - Current 3
Tiaa Chicago, IL May 2019 - Nov 2020 1
Tiaa Denver, CO Oct 2017 - May 2019 1
Strategic Advisers, Inc. Greenwood Village, CO Mar 2016 - Oct 2017 1
Fidelity Brokerage Services LLC Greenwood Village, CO Oct 2015 - Oct 2017 2
Kangnam Pride Institute Seoul, Feb 2013 - Aug 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S66 NASAA Uniform Combined State Law Examination Mar 2016
Contact Info for Andrew E. Baxley
Phone Number: 309-797-4030
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,088
    MILLIONS
  • Total Number of Accounts
    3,303
    ACCOUNTS
  • Average Account Value
    $329,373
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AK, AZ, CA, FL, IA, IL, IN, LA, MA, MN, MO, NC, NH, NY, OR, SC, TX, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.