Steven Michael Scharff
Investment adviser representative at Baker Tilly Wealth Management, LLC
5 yearsExperience
3 statesRegistered in
$5.2BFirm assets
6 yearsFirm in business
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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
5 years in the industry.
- Baker Tilly Advisory Group, LPSep 2021 to now
- Baker Tilly Municipal Advisors, LLCSep 2021 to now
- Baker Tilly Wealth Management, LLCSep 2021 to now
- Northland Securities, IncJan 2021 to Aug 2021
- Baker Tilly Financial, LLCDec 2020 to Dec 2020
- Baker Tilly Investment Services, LLCMar 2020 to Dec 2020
- Baker Tilly Us, LLPMar 2020 to Dec 2020
- Baker Tilly Municipal Advisors, LLCMar 2019 to Dec 2020
- Springsted IncApr 2017 to Mar 2019
- US BankMar 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 3 states (IN, MN, MT).
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
- 6274937
- Firm CRD
- 167811