Evan Daniel Heath

Employer firm

Baker Tilly Wealth Management, LLC CRD 167811

$5.19B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  2012-07-17

Designations

• Certified Financial Planner

Other Names

• Evan D Heath
• Evan Heath