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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-12-23 |
Branch Locations
8365 Keystone Crossing Ste 300, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umbaugh Cash Advisory Services, Llc | Indianapolis | IN | 01/2006 | 03/2019 |
| Baker Tilly Advisory Group, Lp | Chicago | IL | 03/2019 | Present |
| Baker Tilly Investment Services | Indianapolis | IN | 03/2019 | 12/2020 |
| Baker Tilly Municipal Advisors | Indianapolis | IN | 03/2019 | Present |
| Baker Tilly Wealth Management, Llc | Indianapolis | IN | 12/2020 | Present |
BAKER TILLY WEALTH MANAGEMENT, LLC ("BTWM") AND BAKER TILLY MUNICIPAL ADVISORS, LLC ("BTMA") ARE CONTROLLED SUBSIDIARIES OF BAKER TILLY ADVISORY GROUP, LP ("BAKER TILLY"). SALARY AND VARIABLE COMPENSATION (IF APPLICABLE) IS PAID BY BAKER TILLY. 95% OF TIME IS SPENT ON ADVISORY SERVICES WITH BTWM. THERE IS AN EXPENSE SHARING AGREEMENT IN PLACE BETWEEN BTWM & BAKER TILLY AND BETWEEN BTMA & BAKER TILLY WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-27 |
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