Kelly Lynn Baumbach
Investment adviser representative at Baker Tilly Wealth Management, LLC
13 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$5.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Baker Tilly Capital, LLCJul 2021 to now
- Baker Tilly Wealth Management, LLCJul 2021 to now
- Baker Tilly Advisory Group, LPJan 2021 to now
- Wealthspire Capital, LLCMar 2016 to Jun 2020
- Wealthspire AdvisorsMay 2013 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 6 states (CA, IL, MN, TX, WA, WI).
Baker Tilly Wealth Management, LLC
$5.2BAssets managed
753Clients
26Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3277458
- Firm CRD
- 167811