Evan Daniel Heath

Current Employers

Baker Tilly Wealth Management, Llc

4807 Innovate Lane, Madison, WI 53718 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2021-03-23

WI RA
APPROVED

Since 2021-03-23

Branch Locations

4807 Innovate Lane, Madison, WI 53718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bmo Harris Financial Advisors	Middleton	WI	04/2014	07/2018
Johnson Bank	Madison	WI	07/2018	03/2021
Lpl Financial Llc	Madison	WI	05/2020	03/2021
Baker Tilly Wealth Management, Llc	Madison	WI	03/2021	Present
Baker Tilly Advisory Group, Lp	Madison	WI	03/2021	Present

04/2014 → 07/2018

Bmo Harris Financial Advisors

Middleton, WI
07/2018 → 03/2021

Johnson Bank

Madison, WI
05/2020 → 03/2021

Lpl Financial Llc

Madison, WI
03/2021 → Present

Baker Tilly Wealth Management, Llc

Madison, WI
03/2021 → Present

Baker Tilly Advisory Group, Lp

Madison, WI

Other Businesses

1 - 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. 2 - 5/1/2020- Real Estate Rental- owner- rent a room in my house- Inv. Related- Madison, WI - start date 1/1/2018-1hrs/mth

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-07-17

S63 Uniform Securities Agent State Law Examination

2012-07-17

Designations

Other Names

Evan D Heath
Evan Heath

View on SEC IAPD