CHICAGO – January 15, 2026 – LaSalle St., a family of independent wealth management firms encompassing independent broker-dealer and registered investment advisor (RIA) platforms, today announced the successful recruitment and onboarding of Courtney Baxter, a former Commonwealth advisor based in Douglas, Wyoming. Ms. Baxter oversees roughly $75M in client assets and specializes in full-service private wealth management for high-net-worth families. She will rebrand her business as part of her transition and operate locally as Cottonwood Wealth Advisors.
“I wasn’t considering a move until Commonwealth announced that they were selling to LPL,” said Ms. Baxter. “When I found myself in a situation where it made sense to re-evaluate my BD/RIA affiliation entirely – I realized what I wanted most was to partner with a firm that I could build meaningful relationships with. I wanted transparency, trust, and accountability, and I found that with the LaSalle St. team.”
Mark Contey, SVP and Chief Marketing Officer for LaSalle St., said, “We couldn’t be more excited to welcome Courtney and her clients to the LaSalle St. family. I will reiterate that industry consolidation continues to be a catalyst in providing independent advisors with the opportunity to take a close look at which affiliation model best fits the going forward needs of their practices. Courtney was looking for a firm with a deep culture of service while at the same time offered a fully transparent and conflict free relationship between its advisors and end clients. She is hyper focused on servicing the needs of her clients, which lines up perfectly in how we service the needs of our clients, our affiliated advisors. Not to mention, she is a Next Gen advisor that every firm is trying to bring into their firms.”
Ms. Baxter added “LaSalle St. has developed a clear plan for the firm’s future – which was very important to me. The team showed me a path for a long-term relationship and has been extremely consultative, organized, and engaged during my transition and rebranding. They support me with the same level of care and service that I provide to my own clients, and I very much look forward to our partnership.”
About LaSalle St.
LaSalle St. is a family of firms comprising LaSalle St. Securities, an independent broker-dealer; LaSalle St. Investment Advisors, a SEC-registered investment adviser; and LaSalle St. Insurance Services, a provider of annuity and insurance products. It has a singular mission of supporting the growth and success of independent financial advisors across the country. Founded in 1974 and based in Chicago, Illinois, LaSalle St. supports more than 325 financial advisors, has approximately $16 billion in total client assets and is registered in all 50 states. The LaSalle St. companies offer a wide range of services, including brokerage, advisory, investment, and insurance. The firm clears primarily through National Financial Services, with custodial services through NFS parent Fidelity Investments. For more information, visit https://lasallest.com/
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Media Inquiries
Mark Contey, CMO
LaSalle St.
630-442-9430
mark@lasallest.com