William Francis Grady
Investment adviser representative at Baker Tilly Wealth Management, LLC
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- Baker Tilly Wealth Management, LLCNov 2023 to now
- Baker Tilly Advisory Group, LPJul 2021 to now
- Northwestern Mutual Investment Services, LLCJul 2006 to Aug 2021
- Northwestern Mutual Life Insurance CompanyAug 2005 to Aug 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (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
- 5143856
- Firm CRD
- 167811