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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Scharff is an investment advisor representative with Baker Tilly Wealth Management, LLC. He has been in the industry since 2014 and has a broad range of experience. Steven is registered as an investment advisor representative in Indiana and Minnesota. Steven is also a registered municipal advisor representative in Indiana and Minnesota. He has a Series 50, 52TO, 54, 63, and 65 license. Steven has worked at Baker Tilly Wealth Management, LLC since 2021. Before that, he worked at Northland Securities, Inc., and other companies. Steven specializes in providing investment advice to individuals, high-net-worth individuals, corporations, and other businesses, charitable organizations, pension and profit-sharing plans, and state and municipal government entities.
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
09/24/2021 - Present
Baker Tilly Wealth Management, LLC (MADISON WI)
MN
03/05/2021 - 08/31/2021
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 04/01/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2024
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 03/05/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 02/05/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2017
Series 50 - Municipal Advisor Representative Qualification Exam
Active
Inactive
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