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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-12-09 |
| IN | RA | APPROVED | 2021-09-24 |
| MN | RA | APPROVED | 2021-09-24 |
Branch Locations
4807 Innovate Lane, Madison, WI 53718 • United States
Anaconda, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | St. Paul | MN | 03/2016 | 04/2017 |
| Springsted Inc | St. Paul | MN | 04/2017 | 03/2019 |
| Baker Tilly Municipal Advisors, Llc | St. Paul | MN | 03/2019 | 12/2020 |
| Baker Tilly Investment Services, Llc | St. Paul | MN | 03/2020 | 12/2020 |
| Baker Tilly Us, Llp | St. Paul | MN | 03/2020 | 12/2020 |
| Baker Tilly Financial, Llc | St. Paul | MN | 12/2020 | 12/2020 |
| Northland Securities, Inc | Minneapolis | MN | 01/2021 | 08/2021 |
| Baker Tilly Wealth Management, Llc | Anaconda | MT | 09/2021 | Present |
| Baker Tilly Municipal Advisors, Llc | Anaconda | MT | 09/2021 | Present |
| Baker Tilly Advisory Group, Lp | Anaconda | MT | 09/2021 | 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. 5% 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2020-03-05 |
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