Timothy Robert Sutton

Current Employers

Employment History

• 06/2015 → 03/2019
  H.J. Umbaugh And Associates, Llp.
  Indianapolis, IN
• 03/2017 → 03/2019
  Umbaugh Cash Advisory Services
  Indianapolis, IN
• 03/2019 → Present
  Baker Tilly Advisory Group, Lp
  Chicago, IL
• 03/2019 → 12/2020
  Baker Tilly Investment Services
  Indianapolis, IN
• 03/2019 → Present
  Baker Tilly Municipal Advisors Llc
  Indianapolis, IN
• 12/2020 → Present
  Baker Tilly Wealth Management, Llc
  Indianapolis, IN

Previous Registrations

• 2019-03-18 → 2020-12-26
  Baker Tilly Investment Services
  Indianapolis, IN
  Madison, WI
• 2017-03-23 → 2019-03-29
  Umbaugh Cash Advisory Services, Llc
  Indianapolis, IN
• 2011-11-09 → 2015-05-12
  City Securities Corporation
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
• 2010-10-19 → 2011-12-02
  Raymond James & Associates, Inc.
  Carmel, IN
  St. Petersburg, FL
• 2008-10-16 → 2010-09-20
  City Securities Corporation
  Indianapolis, IN

Other Businesses

BAKER TILLY WEALTH MANAGEMENT, LLC ("BTWM") IS A CONTROLLED SUBSIDIARY OF BAKER TILLY ADVISORY GROUP, LP ("BAKER TILLY"). SALARY AND VARIABLE COMPENSATION (IF APPLICABLE) IS PAID BY BAKER TILLY. 100% OF TIME IS SPENT ON ADVISORY SERVICES WITH BTWM. THERE IS AN EXPENSE SHARING AGREEMENT IN PLACE BETWEEN BTWM & BAKER TILLY WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-18
• S63 Uniform Securities Agent State Law Examination
  1997-06-19

Other Names

• Timothy Robert Sutton
• Tim Robert Sutton
• Timothy Robert Sutton
• Tim Robert Sutton