Barbara Olson (CRD# 6715742) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has over 7 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baker Tilly Wealth Management, LLC | Madison, WI | Feb 2017 - Current | 7 |
| Baker Tilly Capital, LLC | Madison, WI | Oct 2016 - Current | 7 |
| Baker Tilly Us, LLP | Madison, WI | Oct 2016 - Current | 7 |
| Baker Tilly Investment Services, LLC | Madison, WI | Feb 2019 - Dec 2020 | 1 |
| Baker Tilly Municipal Advisors, LLC | Madison, WI | Oct 2016 - Jun 2020 | 3 |
| Quarles & Brady LLP | Madison, WI | Sep 2006 - Sep 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- TX
- WI
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Total Assets Under Management4,800MILLIONS
-
Total Number of Accounts3,569ACCOUNTS
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Average Account Value$1,344,980
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, NH, NJ, NY, OH, PA, TX, UT, VA, WI
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