Unclaimed Profile

Barbara R Olson

BAKER TILLY WEALTH MANAGEMENT, LLC·MADISON, Wisconsin

SIE, Series 7, Series 24, Series 50, Series 54, Series 63, Series 65, Series 79Clean record9 years registeredBAKER TILLY WEALTH MANAGEMENT, LLC

4807 INNOVATE LANE, MADISON, WI 53718CRD# 6715742Firm CRD# 167811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barbara R Olson · MADISON, WI

Registration

CRD #6715742 · BAKER TILLY WEALTH MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

BAKER TILLY WEALTH MANAGEMENT, LLC

Feb 2017 – present

BAKER TILLY INVESTMENT SERVICES

Mar 2019 – Dec 2020

MADISON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 50

Series 54

Series 63

Series 65

Series 79

Registration record

First registered · February 16, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAKER TILLY WEALTH MANAGEMENT, LLC

CRD 167811 · SEC 801-119352

AUM

$4.4B

Regulatory assets under management

Employees

2,304 client accounts

Services offered by BAKER TILLY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BAKER TILLY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Barbara R Olson offer?

Barbara R Olson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Barbara R Olson's credentials?

Barbara R Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barbara R Olson located?

Barbara R Olson is based in MADISON, Wisconsin, working with BAKER TILLY WEALTH MANAGEMENT, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Barbara R Olson charge for services?

Barbara R Olson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAKER TILLY WEALTH MANAGEMENT, LLC?

BAKER TILLY WEALTH MANAGEMENT, LLC has approximately 27 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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