William Francis Grady

Employer firm

Baker Tilly Wealth Management, LLC CRD 167811

$5.19B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → 08/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2006 → 08/2021
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 07/2021 → Present
  Baker Tilly Advisory Group, Lp
  Milwaukee, WI
• 11/2023 → Present
  Baker Tilly Wealth Management, Llc
  Milwaukee, WI

Other Businesses

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.

Designations

• Certified Financial Planner

Other Names

• William Grady Iv