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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald Wealth Management | Rome | GA | 10/2013 | 10/2017 |
| Floyd County Tag Office/Motor Vehicle | Rome | GA | 02/2017 | 06/2017 |
| The Avenue Wealth Management | Rome | GA | 08/2017 | 10/2019 |
| Unemployed | Nashville | TN | 10/2019 | 02/2020 |
| Kraft Asset Management, Llc | Nashville | TN | 02/2020 | Present |
| Brightchoice Financial Llc | Nashville | TN | 12/2020 | 01/2024 |
| Baker Tilly Wealth Management, Llc | Nashville | TN | 08/2025 | Present |
| Baker Tilly Advisory Group, Lp | Nashville | TN | 08/2025 | 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 AGREEMEPLACE BETWEEN BTWM & BAKER TILLY WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-25 |
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