Vice President · Baker Tilly Wealth Management, LLC
Theresa Meiners
CRD 7945938 · Named on Form ADV at one SEC-registered adviser
At a glance
Baker Tilly Wealth Management, LLC, an SEC-registered asset manager based in Madison, WI with $5.2 billion in regulatory assets, lists Theresa Meiners on its Form ADV as Vice President, a control person.
Firms and roles
- Baker Tilly Wealth Management, LLCVice PresidentAsset manager · Madison, WI · $5.2B in regulatory assets
AtlasMembers
Theresa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Barbara R OlsonChief Compliance Officer, Baker Tilly Wealth Management, LLC
- Kevin SimmermanChief Operating Officer, Baker Tilly Wealth Management, LLC
- Thomas F. WalkerPresident, Baker Tilly Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Theresa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.