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Civista Investments Team

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Civista Investments

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Brendan Baxter
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Brendan Baxter

Assistant Vice President, Private Banker | NMLS #436773

With over twenty years of experience in banking, I bring a wealth of expertise and a track record of success to guide your financial journey. I am dedicated to forging strong, personal relationships with my clients, which allows me to better understand and meet their unique financial needs. My approach is anchored in integrity and transparency, ensuring that I provide tailored financial solutions to help achieve your goals. I hold a bachelor's degree from Michigan Technological University and am currently pursuing an MBA at Bowling Green State University. Outside of work, I enjoy playing guitar, spending quality time with my family, and contributing to my community as the Treasurer of the YMCA swim team. I look forward to partnering with you to achieve your financial goals.
567.227.3096
bjbaxter@civista.bank
124 E Court St, Bowling Green, Ohio 43402

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Civista Bank and Civista Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Civista Investments, and may also be employees of Civista Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Civista Bank or Civista Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, DC, FL, GA, IA, IN, KY, MD, ME, MI, MN, MO, NC, NY, OH, SC, TX, VA, & WA

LPL Financial Form CRS

Civista Bank provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay Civista Bank for these referrals. This creates an incentive for Civista Bank to make these referrals resulting in a conflict of interest. Civista Bank is not a current client of LPL for advisory services.

Please visit LPL's Relationship Disclosure for more information

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