Steven Scharff (CRD# 6274937) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has over 4 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baker Tilly Wealth Management, LLC | Minneapolis, MN | Sep 2021 - Current | 2 |
| Baker Tilly Municipal Advisors, LLC | Minneapolis, MN | Sep 2021 - Current | 2 |
| Baker Tilly Us, LLP | Minneapolis, MN | Sep 2021 - Current | 2 |
| Northland Securities, Inc. | Minneapolis, MN | Jan 2021 - Current | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
| S63 | Uniform Securities State Law Examination | Apr 2021 |
- IN
- MN
-
Total Assets Under Management4,800MILLIONS
-
Total Number of Accounts3,569ACCOUNTS
-
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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