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Melissa Santas Peterson

Baker Tilly Wealth Management, LLC

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About Melissa Santas Peterson

Melissa Santas Peterson is a registered investment advisor representative with Baker Tilly Wealth Management, LLC. Melissa has been in the financial services industry since August 2013. She is registered to provide investment advisory services in Massachusetts and Texas. Melissa holds the designation of Chartered Financial Analyst. Melissa's experience includes working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and state and municipal government entities. Melissa provides investment consulting, financial planning, pension consulting, educational seminars, and portfolio management services.

Firm Information

Melissa Peterson 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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Melissa Peterson’s Registration & Firm History

WI

12/10/2021 - Present

Baker Tilly Wealth Management, LLC (MADISON WI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Santas Peterson.
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