Barbara R Olson

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

• 09/2006 → 09/2016
  Quarles & Brady Llp
  Madison, WI
• 02/2017 → Present
  Baker Tilly Wealth Management, Llc
  Madison, WI
• 10/2016 → Present
  Baker Tilly Capital, Llc
  Madison, WI
• 10/2016 → 06/2020
  Baker Tilly Municipal Advisors, Llc
  Madison, WI
• 10/2016 → Present
  Baker Tilly Advisory Group, Lp
  Madison, WI
• 02/2019 → 12/2020
  Baker Tilly Investment Services, Llc
  Madison, WI

Previous Registrations

• 2019-03-18 → 2020-12-26
  Baker Tilly Investment Services
  Madison, WI

Other Businesses

BAKER TILLY CAPITAL, LLC ("BTC") AND BAKER TILLY WEALTH MANAGEMENT, LLC ("BTWM") ARE CONTROLLED SUBSIDIARIES OF BAKER TILLY ADVISORY GROUP, LP ("BAKER TILLY"). SALARY AND VARIABLE COMPENSATION (IF APPLICABLE) IS PAID BY BAKER TILLY. 50% OF TIME IS SPENT AT BTC AND 50% IS SPENT AT BTWM PROVIDING COMPLIANCE SERVICES. THERE IS AN EXPENSE-SHARING AGREEMENT IN PLACE BETWEEN BTC AND BAKER TILLY, AS WELL AS BTWM AND BAKER TILLY, WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-10-17
• S65 Uniform Investment Adviser Law Examination
  2017-02-16

Other Names

• Barbara R Kerl
• Barb Olson