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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED | 2019-09-30 |
| WI | RA | APPROVED | 2019-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mrz Financial Services, Llc | Houston | TX | 08/2017 | 01/2019 |
| Erisa Partners | Brentwood | TN | 02/2016 | 08/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 08/2018 | 09/2019 |
| Baker Tilly Wealth Management, Llc | Madison | WI | 09/2019 | Present |
| Baker Tilly Advisory Group, Lp | Madison | WI | 09/2019 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-25 |
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