BAKER TILLY WEALTH MANAGEMENT, LLC

MADISON, Wisconsin·7 registered advisors·CRD# 167811
SEC# 801-1193529833-761-0673
01

Firm Overview

AUM
$4.4B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BAKER TILLY WEALTH MANAGEMENT, LLC

7 registered advisors
Barbara R Olson
MADISON, Wisconsin
Charles Droege
MADISON, Wisconsin
Jere Shawver
MADISON, Wisconsin
Joseph O'neill
MADISON, Wisconsin
Kevin Simmerman
MADISON, Wisconsin
Theresa Meiners
MADISON, Wisconsin
Thomas Francis Walker
MADISON, Wisconsin
05

Office Locations

MADISON, Wisconsin
7 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. BAKER TILLY WEALTH MANAGEMENT, LLC (CRD# 167811) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.