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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Olson is a registered representative and investment advisor representative with Baker Tilly Wealth Management, LLC. Barbara has been in the financial services industry since September 2006. Barbara's firm provides financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions. Barbara holds a Series 63, Series 65, Series 54, Series 24, Series 50, Series 7, Series 79, and SIE license. Barbara's firm manages over $4.4 billion in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
02/16/2017 - Present
Baker Tilly Wealth Management, LLC (MADISON WI)
BC
Issued 10/17/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2024
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 11/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 03/21/2024
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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