Kevin Simmerman is a control person of Baker Tilly Wealth Management and directly owns under 5% of it.
Baker Tilly Wealth Management is an investment adviser based in Madison, WI, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include state or municipal government entities, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $5.19 billion, as filed on 28 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7276278
- Firm
- Baker Tilly Wealth Management · CRD 167811
- Role
- Chief Operating Officer
- In role since
- June 2020 · 6 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Madison, WI
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin Simmerman work?
Kevin Simmerman has been Chief Operating Officer of Baker Tilly Wealth Management, LLC since June 2020, and is a control person of the firm.
How can I verify Kevin Simmerman’s record?
Kevin Simmerman’s role is listed on Baker Tilly Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 167811.