Barbara
Olson
Baker Tilly Wealth Management, LLC
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About this Advisor
Barbara Olson is a financial advisor based in Madison, Wisconsin, working with Baker Tilly Wealth Management, LLC. Barbara has previously held positions at Quarles & Brady LLP, Baker Tilly Wealth Management, LLC, Baker Tilly Capital, LLC, Baker Tilly Municipal Advisors, LLC, Baker Tilly Advisory Group, LP, and Baker Tilly Investment Services, LLC. Barbara has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Wisconsin. Currently, Barbara is part of Baker Tilly Wealth Management, LLC, which operates out of Madison, Wisconsin. The firm has 14 offices and 37 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Baker Tilly Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Baker Tilly Wealth Management, LLC Brokerage Details
$4,800,233,228
37
3,569
$1,344,980
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
Barbara Olson Work History
Baker Tilly Wealth Management, LLC
Baker Tilly Capital, LLC
Baker Tilly Advisory Group, Lp
Baker Tilly Investment Services, LLC
Baker Tilly Municipal Advisors, LLC
Quarles & Brady Llp
Disclosures
Please visit the SEC profile of Barbara Olson 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
Madison, WI
Madison, WI
Milwaukee, WI
Indianapolis, IN
Newport Beach, CA
Tewksbury, MA
Madison, WI
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