BAKER TILLY WEALTH MANAGEMENT, LLC of MADISON, WI is an SEC-registered investment adviser (CRD 167811). Regulatory assets under management: $4.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Charles Droege | CHIEF FINANCIAL OFFICER | Madison, WI |
| Kevin Simmerman | CHIEF OPERATING OFFICER | Madison, WI |
| Theresa Meiners | VICE PRESIDENT | Chicago, IL |
| Barbara R Olson | CHIEF COMPLIANCE OFFICER | — |
| Thomas Francis Walker | PRESIDENT | — |
| WALKER JAMES FRANCIS | PRESIDENT | — |
| O'NEILL RORY JOSEPH | PRESIDENT | — |
| OLSON STEPHEN R | CHIEF COMPLIANCE OFFICER | — |
| SIMMERMAN KEVIN | CHIEF OPERATING OFFICER | — |
| DROEGE CHARLES | CHIEF FINANCIAL OFFICER | — |
| SHAWVER JERE | VICE PRESIDENT | — |
| Meiners Theresa | VICE PRESIDENT | — |