Timothy
Sutton
Baker Tilly Wealth Management, LLC
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About this Advisor
Timothy Sutton is a financial advisor working out of Indianapolis, Indiana who has 3 years of industry experience. Sutton works at Baker Tilly Wealth Management, LLC. Sutton has gained experience at Baker Tilly Investment Services, Baker Tilly Municipal Advisors LLC, Baker Tilly Wealth Management, LLC, Ckity Securities Corporation, H.J. Umbaugh And Associates, Llp, Umbaugh Cash Advisory Services and Baker Tilly Us, Llp. Sutton holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana. Baker Tilly Wealth Management, LLC is a registered investment business based in Madison, WI. The company has offices in 16 locations and a total of 45 people on staff. It oversees $4 billion in assets under management between its 2,981 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 2,981 accounts, 41% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Baker Tilly Wealth Management, LLC offers 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. Fees charged by financial advisors largely depend on the type of services. Fee types charged by Baker Tilly Wealth Management, LLC can include any blend 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
Timothy Sutton Work History
Timothy has been registered as a financial advisor for 3 years.*
Baker Tilly Wealth Management, LLC
Baker Tilly Municipal Advisors LLC
Baker Tilly Us, Llp
Baker Tilly Investment Services
Umbaugh Cash Advisory Services
H.J. Umbaugh And Associates, Llp
Ckity Securities Corporation
*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 Timothy Sutton 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
Houston, TX
Newport Beach, CA
Tewksbury, MA
Indianapolis, IN
San Diego, CA
New York, NY
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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