Barbara R Olson
Investment adviser representative at Baker Tilly Wealth Management, LLC
4 yearsExperience
2 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
4 years in the industry.
- Baker Tilly Wealth Management, LLCFeb 2017 to now
- Baker Tilly Advisory Group, LPOct 2016 to now
- Baker Tilly Capital, LLCOct 2016 to now
- Baker Tilly Investment Services, LLCFeb 2019 to Dec 2020
- Baker Tilly Municipal Advisors, LLCOct 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 6715742
- Firm CRD
- 167811