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Richard Joseph Kirby

Baker Tilly Wealth Management, LLC

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About Richard Joseph Kirby

Richard Kirby is a financial advisor with Baker Tilly Wealth Management, LLC. Richard has been in the industry since 2022 and is registered in 42 states. Richard holds the Series 66, Series 7TO, and SIE licenses. Richard specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting.

Firm Information

Richard Kirby 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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Richard Kirby’s Registration & Firm History

WI

10/03/2024 - Present

Baker Tilly Wealth Management, LLC (MADISON WI)

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Licenses & Designations

BOTH

Issued 11/21/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Richard Joseph Kirby.
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