Barbara Olson is a registered investment advisor, based in Madison, WI, with 9 years of industry experience.
Location
4807 Innovate Lane, Madison, WI, 53718
Get directionsHistory
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 Activities
Barbara spends half her time at Baker Tilly Capital, LLC and the other half at Baker Tilly Wealth Management, LLC, providing compliance services. Both entities are controlled subsidiaries of Baker Tilly Advisory Group, LP, from which Barbara receives her salary and compensation.
Employment History
Current Registrations
Baker Tilly Capital, LLCBroker
Baker Tilly Wealth Management, LLC
Previous Registrations
Baker Tilly Investment Services
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.