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Kevin Simmerman

BAKER TILLY WEALTH MANAGEMENT, LLC·MADISON, Wisconsin
Unclaimed Profile
4807 INNOVATE LANE, MADISON, WI 53718CRD# 7276278Firm CRD# 167811
01

About

Kevin Simmerman is a registered financial advisor based in MADISON, Wisconsin, affiliated with BAKER TILLY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BAKER TILLY WEALTH MANAGEMENT, LLC
BAKER TILLY WEALTH MANAGEMENT, LLC
AUM
$4.4B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at BAKER TILLY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7276278
Firm CRD# 167811
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Simmerman offer?
Kevin Simmerman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Kevin Simmerman's credentials?
Kevin Simmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Simmerman located?
Kevin Simmerman 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 Kevin Simmerman charge for services?
Kevin Simmerman'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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Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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