KELLY LYNN BAUMBACH is an investment adviser representative (IAR) with state registration records since 2000, appearing at 4 firms. Currently registered with BAKER TILLY WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2021-07-22 | present | Yes |
| WEALTHSPIRE ADVISORS LLC | 2021-01-03 | 2021-01-26 | — |
| WEALTHSPIRE ADVISORS | 2013-06-13 | 2020-12-31 | — |
| BAKER TILLY INVESTMENT ADVISORS | 2000-10-10 | 2013-07-08 | — |