# BAKER TILLY INVESTMENT SERVICES, LLC

BAKER TILLY INVESTMENT SERVICES, LLC of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 300822
- Type: SEC-registered investment adviser
- SEC file number: 801-114838
- Location: TEN TERRACE COURT, MADISON, WI, 53718
- Phone: 608-249-6622
- Latest filing: 2020-08-19
- Regulatory AUM: $1.7B
- Discretionary AUM: $191.8M
- Non-discretionary AUM: $1.5B
- Clients: 7
- Accounts: 86

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| OLSON STEPHEN R | CHIEF COMPLIANCE OFFICER | — |
| SIMMERMAN KEVIN | CHIEF OPERATING OFFICER | — |
| HELLENBRAND VICKI | PRESIDENT | — |
| DROEGE CHARLES | CHIEF FINANCIAL OFFICER | — |
| SHAWVER JERE | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300822/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300822/similar
- Related entities: https://search.stillhousedata.com/firm/300822/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300822

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.