Steven Scharff, financial advisor Minneapolis MN

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 Minneapolis, MN and has 1 year of experience in the finance industry.

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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
S63 Uniform Securities State Law Examination Apr 2021
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Steven M. Scharff
Phone Number: 608-240-2541
Registered State(s):
  • IN
  • MN
By the Numbers
  • Total Assets Under Management
    2,416
    MILLIONS
  • Total Number of Accounts
    1,819
    ACCOUNTS
  • Average Account Value
    $1,327,964
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

CA, CT, FL, IN, LA, MA, MI, MN, NY, OH, PA, TX, VA, WI

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