Steven Scharff, financial advisor Madison WI

Steven Scharff

CRD Number: 6274937
Current Firm: Baker Tilly Wealth Management, LLC

Steven Scharff (CRD# 6274937) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has 1 year of experience in the finance industry.

Similar Advisors
Kevin McKinley, financial advisor Madison WI
Kevin P. McKinley
CRD# 1177018
Mckinley Money, LLC
Similar Advisors
Alec Abbott, financial advisor Madison WI
Alec B. Abbott
CRD# 1414999
Baker Tilly Wealth Management, LLC
Similar Advisors
Aaron Abel, financial advisor Madison WI
Aaron B. Abel
CRD# 5525772
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Baker Tilly Wealth Management, LLC Minneapolis, MN Sep 2021 - Current < 1
Baker Tilly Municipal Advisors, LLC Minneapolis, MN Sep 2021 - Current < 1
Baker Tilly Us, LLP Minneapolis, MN Sep 2021 - Current < 1
Northland Securities, Inc. Minneapolis, MN Jan 2021 - Current < 1
Baker Tilly Financial, LLC St. Paul, MN Dec 2020 - Dec 2020 < 1
Baker Tilly Investment Services, LLC St. Paul, MN Mar 2020 - Dec 2020 < 1
Baker Tilly Us, LLP St. Paul, MN Mar 2020 - Dec 2020 < 1
Baker Tilly Municipal Advisors, LLC St. Paul, MN Mar 2019 - Dec 2020 1
Springsted Inc. St. Paul, MN Apr 2017 - Mar 2019 1
Us Bank St. Paul, MN Mar 2016 - Apr 2017 1
Wells Fargo Minneapolis, MN May 2015 - Mar 2016 < 1
Kforce Minneapolis, MN Feb 2015 - May 2015 < 1
Ace Sign Company Springfield, IL Aug 2014 - Feb 2015 < 1
Northwestern Mutual Investment Services, LLC Quincy, IL Feb 2014 - Aug 2014 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2014 - Aug 2014 < 1
Quincy University Quincy, IL Aug 2009 - Dec 2013 4
Complete Nutrition Quincy, IL Jan 2013 - Aug 2013 < 1
Nuvite Chemical Oshkosh, WI Aug 2012 - Aug 2012 < 1
Syngenta Ag Wapella, IL Jun 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2020
S63 Uniform Securities State Law Examination Apr 2021
Contact Info for Steven M. Scharff
Phone Number: 608-240-2541
Registered State(s):
  • IN
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.