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Financial ADVSR advisor directory · SEC adviser records

Baker Tilly Wealth Management, LLC financial advisors in Madison, WI

Every SEC-registered investment adviser representative at a Baker Tilly Wealth Management, LLC office in Madison, A to Z.

5 registered advisors work at Baker Tilly Wealth Management, LLC in Madison, out of 20 at the firm nationwide; it ranks number 35 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Baker Tilly Wealth Management, LLC advisors in Madison, A to Z

Every Baker Tilly Wealth Management, LLC advisor →

Baker Tilly Wealth Management, LLC advisors in every city and state →Baker Tilly Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Baker Tilly Wealth Management, LLC advisors in other cities

Indianapolis, IN 5Tewksbury, MA 3Nashville, TN 2Tempe, AZ 2Houston, TX 1Milwaukee, WI 1Scottsdale, AZ 1

Other firms in Madison

All Madison advisors →

LPL Financial LLC 52Ameriprise Financial Services, LLC 39Madison Partners 28UBS Financial Services Inc. 28Pfs Investments Inc. 24Edward Jones 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Osaic Wealth, Inc. 18Cetera Investment Advisers LLC 17Harbour Investments, Inc. 17Thrivent Investment Management Inc. 16RBC Capital Markets, LLC 15

Questions

How many financial advisors does Baker Tilly Wealth Management, LLC have in Madison?

5 investment adviser representatives are registered at Baker Tilly Wealth Management, LLC offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is Baker Tilly Wealth Management, LLC one of the largest advisor employers in Madison?

Baker Tilly Wealth Management, LLC ranks number 35 in Madison by registered advisors; LPL Financial LLC has the most, with 52.

How do I check a Baker Tilly Wealth Management, LLC advisor in Madison?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.