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Account
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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-12-20 |
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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2005 | 08/2021 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 07/2006 | 08/2021 |
| Baker Tilly Advisory Group, Lp | Milwaukee | WI | 07/2021 | Present |
| Baker Tilly Wealth Management, Llc | Milwaukee | WI | 11/2023 | 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.
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