Steven ScharffCRD 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.
Mckinley Money, LLC
Baker Tilly Wealth Management, LLC
Ameriprise Financial Services, LLC
|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|
Total Assets Under Management2,416MILLIONS
Total Number of Accounts1,819ACCOUNTS
Average Account Value$1,327,964
- 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
CA, CT, FL, IN, LA, MA, MI, MN, NY, OH, PA, TX, VA, WI
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