Kelsey Ann Kennedy
Investment Adviser Representative at Baker Tilly Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelsey Ann Kennedy is an investment adviser representative with Baker Tilly Wealth Management, LLC in Nashville, TN, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Kraft Asset Management, LLC and Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Tennessee.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mcdonald Wealth ManagementOct 2013 – Oct 2017Rome, GA
- Floyd County TAG Office/motor VehicleFeb 2017 – Jun 2017Rome, GA
- THE Avenue Wealth ManagementAug 2017 – Oct 2019Rome, GA
- UnemployedOct 2019 – Feb 2020Nashville, TN
- Kraft Asset Management, LLCFeb 2020 – no end date reportedNashville, TN
- Brightchoice Financial LLCDec 2020 – Jan 2024Nashville, TN
- Baker Tilly Wealth Management, LLCAug 2025 – no end date reportedNashville, TN
- Baker Tilly Advisory Group, LPAug 2025 – no end date reportedNashville, TN
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Baker Tilly Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Baker Tilly offers advisory, tax, and assurance services including financial statement and public company audits, internal audit, SOX compliance, IPO readiness, federal and international tax, state and local tax, transfer pricing, mergers and acquisitions, transaction advisory, due diligence, investment banking, CFO advisory, forensic accounting, cybersecurity, risk advisory, digital solutions, AI and data analytics, outsourced accounting, private wealth management, municipal advisory, and ESG and sustainability services.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 26
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Madison, WI
- SEC file number:
- 801-119352
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
View full firm profileOther advisors at Baker Tilly Wealth Management, LLC
Showing 12 of 26 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelsey Ann Kennedy 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.
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