William Michael Baxter
CFP®Professional Summary
William Michael Baxter, CFP®, who also goes by William M Baxter, is a registered financial advisor currently at PALADIN PARTNERS located in Hartland, Wisconsin. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. William has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Investment Management
- Risk Management & Insurance
- Estate & Legacy Planning
- Retirement Planning
- Financial Planning
- Business Services
Specializations
Biography
Bill is a member of the Kettle Morain HOG chapter, and American Mensa. He enjoys summer days on the Harley, and a good game of chess.
Other Aliases
William M Baxter
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
PALADIN PARTNERS | PALADIN PARTNERS, LLC
Contact Information
Main Address
138 North Avenue Suite 10, Hartland, WI 53029Mailing Address
Po Box 510888, Milwaukee, WI 53203Phone Number
(414) 367-4675# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
45AUM (Assets Under Management)
$198,517,308Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/09/2026 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
PALADIN PARTNERS | PALADIN PARTNERS, LLC
State Registrations and Notice Filings
(5/27/2020)
(8/25/2009)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William Michael Baxter's CRS (Customer Relationship Summary).
Services Offered by William
- Tax Planning
- Investment Management
- Risk Management & Insurance
- Estate & Legacy Planning
- Retirement Planning
- Financial Planning
- Business Services
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