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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-03-02 |
Branch Locations
790 N Water Street Suite 2000, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Waukesha | WI | 06/2014 | 01/2017 |
| Raymond James Financial Services, Inc. | Green Bay | WI | 01/2017 | 12/2017 |
| Raymond James Financial Services Advisors Inc. | Green Bay | WI | 02/2017 | 12/2017 |
| Annex Wealth Management | Elm Grove | WI | 01/2018 | 03/2021 |
| H. Beck, Inc. | Rockville | MD | 01/2018 | 12/2018 |
| Baker Tilly Wealth Management, Llc | Milwaukee | WI | 03/2021 | Present |
| Baker Tilly Advisory Group, Lp | Milwaukee | WI | 03/2021 | 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. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-09 |
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