RIA Intelligence

BAKER TILLY INVESTMENT SERVICES, LLC

Legal name: BAKER TILLY INVESTMENT SERVICES

CRD #300822 SEC #801-114838 MADISON, WI 608-249-6622
SEC Registered
Total AUM
$1.7B
Discretionary
$191.8M
Employees
7
Clients
--
Accounts
86

Firm Details

Organization Type
Limited Liability Company
State of Formation
Illinois
Fiscal Year End
MAY
Registration Date
--
Latest Filing
Aug 19, 2020
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DROEGE, CHARLESICHIEF FINANCIAL OFFICERNA Control
HELLENBRAND, VICKIIPRESIDENTNA Control
Olson, Barbara, RICHIEF COMPLIANCE OFFICERNA Control
Olson, Barbara, RICHIEF COMPLIANCE OFFICERNA Control
Olson, Barbara, RICHIEF COMPLIANCE OFFICERNA Control
Olson, Barbara, RICHIEF COMPLIANCE OFFICERNA Control
Olson, Barbara, RICHIEF COMPLIANCE OFFICERNA Control
Olson, Barbara, RICHIEF COMPLIANCE OFFICERNA Control
Olson, Barbara, RICHIEF COMPLIANCE OFFICERNA Control
SHAWVER, JEREIVICE PRESIDENTNA Control
SIMMERMAN, KEVINICHIEF OPERATING OFFICERNA Control
BAKER TILLY US, LLPDESOLE OWNER/MANAGING MEMBERE Control
BAKER TILLY VIRCHOW KRAUSE, LLPDESOLE OWNER/MANAGING MEMBERE Control
BAKER TILLY VIRCHOW KRAUSE, LLPDESOLE OWNER/MANAGING MEMBERE Control
BAKER TILLY VIRCHOW KRAUSE, LLPDESOLE OWNER/MANAGING MEMBERE Control
BAKER TILLY VIRCHOW KRAUSE, LLPDESOLE OWNER/MANAGING MEMBERE Control
BAKER TILLY VIRCHOW KRAUSE, LLPDESOLE OWNER/MANAGING MEMBERE Control
BAKER TILLY VIRCHOW KRAUSE, LLPDESOLE OWNER/MANAGING MEMBERE Control

Registrations

Federal

IA
Aug 19, 2020 REGISTERED

Notice Filings (6)

CO IN MI MN OH WI

Address

TEN TERRACE COURT
MADISON, WI 53718
United States
Phone: 608-249-6622