Kelly Baumbach is a CFP-designated registered investment advisor, based in Madison, WI, with 25 years of industry experience.
Location
4807 Innovate Lane, Madison, WI, 53718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kelly spends most of her time (95%) on advisory services through Baker Tilly Capital, LLC and Baker Tilly Wealth Management, LLC. She also has several passive investments and owns a holding company for short-term rentals, and is an insurance agent since June 2023.
Employment History
Current Registrations
Baker Tilly Capital, LLCBroker
Baker Tilly Wealth Management, LLC
Previous Registrations
Wealthspire Advisors
Wealthspire Capital, LLCBroker
Wealthspire Advisors
Baker Tilly Capital, LLCBroker
United Planners' Financial Services of America a Limited PartnerBroker
Baker Tilly Investment Advisors
Banc One Securities CorporationBroker
State Registrations6 states
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