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Baker Tilly Wealth Management, LLC financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Baker Tilly Wealth Management, LLC office in Wisconsin, by city and A to Z.
The short answer
6 registered advisors work at Baker Tilly Wealth Management, LLC in Wisconsin, out of 20 nationwide; it's the firm's number 1 state by advisors, and the most are in Madison (5). 2 list the CFP designation and 1 are also registered broker representatives.
Baker Tilly Wealth Management, LLC advisors by city in Wisconsin
Every firm in Wisconsin →Baker Tilly Wealth Management, LLC advisors in Wisconsin, A to Z
Search by name →- David M. DubravaMadison
- Evan D. HeathMadison · Certified Financial Planner
- Zachary R. JaroMilwaukee · Certified Financial Planner
- Sarah M. MurphyMadison
- Melissa S. PetersonMadison · Chartered Financial Analyst
- Steven M. ScharffMadison
Baker Tilly Wealth Management, LLC advisors in every state →Baker Tilly Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Baker Tilly Wealth Management, LLC in other states
Questions
How many Baker Tilly Wealth Management, LLC financial advisors are in Wisconsin?
6 investment adviser representatives are registered at Baker Tilly Wealth Management, LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 20 at the firm nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.
Where in Wisconsin does Baker Tilly Wealth Management, LLC have the most advisors?
Madison, with 5, then Milwaukee (1). Baker Tilly Wealth Management, LLC has advisors in 2 cities in Wisconsin.
How do I check a Baker Tilly Wealth Management, LLC advisor in Wisconsin?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Baker Tilly Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.