Matthew Payne

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

• 08/2017 → 01/2019
  Mrz Financial Services, Llc
  Houston, TX
• 02/2016 → 08/2017
  Erisa Partners
  Brentwood, TN
• 08/2018 → 09/2019
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 09/2019 → Present
  Baker Tilly Wealth Management, Llc
  Madison, WI
• 09/2019 → Present
  Baker Tilly Advisory Group, Lp
  Madison, WI

Previous Registrations

• 2018-09-26 → 2019-09-25
  United Capital Financial Advisors
  Spring, TX
  Houston, TX
• 2018-06-25 → 2018-12-31
  Mrz Financial Services Llc
  Spring, TX
  Houston, TX

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
  2018-06-25

Other Names

• Matthew Payne
• Matt Payne
• Matt Allen Payne
• Matthew Allen Payne