Kelly Lynn Baumbach

Current Employers

Employment History

• 05/2013 → 01/2021
  Wealthspire Advisors
  Madison, WI
• 03/2016 → 06/2020
  Wealthspire Capital, Llc
  Madison, WI
• 07/2021 → Present
  Baker Tilly Wealth Management, Llc
  Madison, WI
• 01/2021 → Present
  Baker Tilly Advisory Group, Lp
  Madison, WI
• 07/2021 → Present
  Baker Tilly Capital, Llc
  Madison, WI

Previous Registrations

• 2021-01-03 → 2021-01-26
  Wealthspire Advisors
  Madison, WI
• 2013-06-13 → 2020-12-31
  Wealthspire Advisors
  Potomac, MD
  Madison, WI
• 2000-10-10 → 2013-07-08
  Baker Tilly Investment Advisors
  Madison, WI

Other Businesses

1) BAKER TILLY CAPITAL, LLC ("BTC") AND BAKER TILLY WEALTH MANAGEMENT, LLC ("BTWM") ARE CONTROLLED SUBSIDIARIES OF BAKER TILLY ADVISORY GROUP, LP ("BAKER TILLY"). SALARY AND VARIABLE COMPENSATION (IF APPLICABLE) IS PAID BY BAKER TILLY. 95% OF TIME IS SPENT ON ADVISORY SERVICES. THERE IS AN EXPENSE-SHARING AGREEMENT IN PLACE BETWEEN BTC AND BAKER TILLY, AS WELL AS BTWM AND BAKER TILLY, WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES. 2) NON-ACTIVE PARTNER AND PASSIVE INVESTOR AT BAUMBACH RECRUITMENT ADVISORS (RECRUITING BUSINESS). 3) PASSIVE INVESTOR AT FAMILY LIMITED PARTNERSHIP DEER-RUN IV 4)OWNER OF HOLDING COMPANY FOR SHORT-TERM RENTALS -LOCATIONS, LLC 4) KELLY BAUMBACH; NOT INVESTMENT RELATED; MADISON, WI; INSURANCE AGENT; START DATE 06/2023

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-04
• S63 Uniform Securities Agent State Law Examination
  1999-09-23

Designations

Other Names

• Kelly Lynn Enevoildsen
• Kelly Lynn Enevoldsen