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George Lee Bawcum

Baker Tilly Wealth Management, LLC

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About George Lee Bawcum

George Bawcum is a registered investment advisor representative for Baker Tilly Wealth Management, LLC. He is based in Indianapolis, Indiana and has been in the industry since 2006. George has passed the Series 65 and Series 50 exams and is currently licensed in Indiana. His previous experience includes roles with UMBaugh Cash Advisory Services, LLC, Baker Tilly Advisory Group, LP, Baker Tilly Investment Services, Baker Tilly Municipal Advisors and Baker Tilly Wealth Management, LLC. George focuses on providing a variety of advisory services, including investment consulting, financial planning, pension consulting, and educational seminars.

Firm Information

George Bawcum is currently registered with Baker Tilly Wealth Management, LLC. Baker Tilly Wealth Management, LLC is an investment advisor registered with the SEC and headquartered in Madison, WI. They provide investment consulting, financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, and pension and profit-sharing plans. The firm manages over $4.4 billion in assets and has a team of 26 licensed professionals.
Baker Tilly Wealth Management, LLC

4807 INNOVATE LANE

MADISON, WI 53718

$4.41B

Assets Under Management

23

Total Clients

21

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Bawcum’s Registration & Firm History

IN

12/23/2020 - Present

Baker Tilly Wealth Management, LLC (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 07/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2016

Series 50 - Municipal Advisor Representative Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Lee Bawcum.
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