AdFi
BR

Barbara R Olson

Investment Adviser Representative at BAKER TILLY WEALTH MANAGEMENT, LLC

Madison, WICRD #6715742Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
3 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
TexasWashingtonWisconsin
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/17/2017
Series 65
Uniform Investment Adviser Law Examination
Passed 2/16/2017
Series 50
Municipal Advisor Representative Qualification Exam
Passed 3/21/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/6/2018
Series 79
Investment Banking Registered Representative Examination
Passed 9/21/2017
Series 54
Municipal Advisor Principal Qualification Examination
Passed 5/23/2024
Series 24
General Securities Principal Examination
Passed 11/27/2017

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Baker Tilly Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BAKER TILLY WEALTH MANAGEMENT, LLCCurrent
2/16/2017Madison, WI
BAKER TILLY INVESTMENT SERVICES
3/18/201912/26/2020Madison, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BAKER TILLY WEALTH MANAGEMENT, LLC

Showing 12 of 26 in the directory

View BAKER TILLY WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Barbara R Olson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.