Steven
Scharff
Baker Tilly Wealth Management, LLC
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About this Advisor
Steven Scharff is a financial advisor based in Madison, Wisconsin, working with Baker Tilly Wealth Management, LLC. Steven has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Ace Sign Company, Kforce, Wells Fargo, Us Bank, Springsted Inc, Baker Tilly Municipal Advisors, LLC, Baker Tilly Investment Services, LLC, Baker Tilly Us, Llp, Baker Tilly Financial, LLC, Northland Securities, Inc, Baker Tilly Wealth Management, LLC, and Baker Tilly Advisory Group, Lp. Steven has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Indiana and Minnesota. Currently, Steven 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
Steven Scharff Work History
Baker Tilly Wealth Management, LLC
Baker Tilly Municipal Advisors, LLC
Baker Tilly Advisory Group, Lp
Northland Securities, Inc
Baker Tilly Investment Services, LLC
Baker Tilly Us, Llp
Baker Tilly Financial, LLC
Baker Tilly Municipal Advisors, LLC
Springsted Inc
Us Bank
Kforce
Wells Fargo
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Ace Sign Company
Disclosures
Please visit the SEC profile of Steven Scharff 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
Newport Beach, CA
Indianapolis, IN
Madison, WI
Tewksbury, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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