Stephen
Milner
Baker Tilly Wealth Management, LLC
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About this Advisor
Stephen Milner is a financial advisor based out of Irvine, California with 3 years of relevant experience. Milner is an advisor for Baker Tilly Wealth Management, LLC. Throughout their career, they have worked at Squar, Milner & Reehl, Llp, Sagepoint Financial, Inc, Baker Tilly Capital, LLC, Squar Milner Financial Services, Allegis Investment Services, Baker Tilly Wealth Management, LLC and Baker Tilly Us, Llp. Milner holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Baker Tilly Wealth Management, LLC is a financial advisory business based out of Madison, WI. The investment advisory business has offices in 16 locations and a total of 45 employees. It controls $4 billion in assets under management among its 2,981 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 2,981 customer accounts, 41% are held by high-net-worth individuals who have at least $1 million in assets. Baker Tilly Wealth Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees usually vary depending on which services the firm provides the client. Fee types charged by Baker Tilly Wealth Management, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baker Tilly Wealth Management, LLC Brokerage Details
$3,911,868,384
45
2,981
$1,312,267
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Stephen Milner Work History
Stephen has been registered as a financial advisor for 3 years.*
Baker Tilly Capital, LLC
Baker Tilly Wealth Management, LLC
Baker Tilly Us, Llp
Allegis Investment Services
Sagepoint Financial, Inc
Squar, Milner & Reehl, Llp
Squar Milner Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Milner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Baker Tilly Wealth Management, LLC
San Diego, CA
Tewksbury, MA
Newport Beach, CA
New York, NY
Indianapolis, IN
Houston, TX
Tewksbury, MA
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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