Theresa Meiners 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
- 7945938
- Firm
- Baker Tilly Wealth Management · CRD 167811
- Role
- Vice President
- In role since
- June 2024 · 2 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 Theresa Meiners work?
Theresa Meiners has been Vice President of Baker Tilly Wealth Management, LLC since June 2024, and is a control person of the firm.
How can I verify Theresa Meiners’ record?
Theresa Meiners’ 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.