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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-17 |
Branch Locations
9229 Delegates Row Suite 400, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Tilly Advisory Group, Lp | Indianapolis | IN | 04/2025 | Present |
| Baker Tilly Wealth Management, Llc | Indianapolis | IN | 07/2025 | Present |
| Alter Domus | Indianapolis | IN | 11/2023 | 03/2025 |
| Dauby O'COnnor & Zaleski Llc | Indianapolis | IN | 12/2022 | 05/2023 |
| Bmsl Property Group Llc | Indianapolis | IN | 05/2019 | 12/2022 |
| Kelley School Of Business Iu | Indianapolis | IN | 08/2019 | 08/2023 |
| Franklin Central Highschool | Indianapolis | IN | 08/2015 | 05/2019 |
BAKER TILLY WEALTH MANAGEMENT, LLC (BTWM) IS A CONTROLLED SUBSIDIARY OF BAKER TILLY ADVISORY GROUP, LP ("BAKER TILLY"). SALARY AND VARIABLECOMPENSATION (IF APPLICABLE) IS PAID BY BAKER TILLY. 100% OF TIME IS SPENT ON ADVISORY SERVICES WITH BTWM. THERE IS AN EXPENSE SHARING AGREEMEPLACE BETWEEN BTWM & BAKER TILLY WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
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