Barbara R Olson
Financial advisor at Baker Tilly Wealth Management, LLC · Madison, WI
Last updated 2026-10-10
Claim your profileBarbara R Olson is a financial advisor at Baker Tilly Wealth Management, LLC in Madison, WI, CRD 6715742. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2017-02-16.
Registration
- CRD number
- 6715742
- Registration status
- Active
- IAPD registration
- 2017-02-16
- Industry Experience
- 9 years
- Work Experience
- 10 years
- States registered
- TX, WI
Licenses and exams
- Series 63
- Series 65
Work history
- 2017-02 to Present · Baker Tilly Wealth Management, LLC · Madison, WI
- 2016-10 to Present · Baker Tilly Capital, LLC · Madison, WI
- 2016-10 to 2020-06 · Baker Tilly Municipal Advisors, LLC · Madison, WI
- 2016-10 to Present · Baker Tilly Advisory Group, LP · Madison, WI
- 2019-02 to 2020-12 · Baker Tilly Investment Services, LLC · Madison, WI
Current employment
- Baker Tilly Wealth Management, LLC · Madison, WI
Baker Tilly Wealth Management, LLC
- Regulatory AUM
- $5,189,412,490
- Registered advisors
- 26
- Offices
- 16
- Clients per advisor
- 29.0 (Low)
- Average AUM per client
- $6.9M (Moderate)
- High-net-worth client ratio
- 28.4% (Moderate)
Baker Tilly Wealth Management, LLC: advisors, services and reported ETF investments
About
Barbara R Olson is a financial advisor at Baker Tilly Wealth Management, LLC in Madison, WI. Reported securities licenses include Series 63 and Series 65. The latest record indicates 9 years of industry experience and 10 years of reported work history. Reported roles include Baker Tilly Capital, LLC, Baker Tilly Advisory Group, LP, Baker Tilly Investment Services, LLC, Baker Tilly Municipal Advisors, LLC.
SEC disclosures list additional business and community activities: Baker Tilly Capital: Salary and variable compensation (if applicable) is paid by baker tilly; 50% of time is spent at btc and 50% is spent at btwm providing compliance services.
Baker Tilly Wealth Management, LLC's firm-level Form ADV reports 26 advisors across 16 offices; approximately 29.0 clients per advisor, average assets per client of $6,891,650, and regulatory AUM of $5.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $257.5M across 89 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Barbara R Olson personally.
Reported ETF positions
Baker Tilly Wealth Management reports 89 ETF positions worth $257.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $39.5M |
| PVAL — Putnam Focused Large Cap Value ETF | $30.2M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $13.4M |
| DFAT — U.S. Targeted Value Portfolio ETF Class Shares | $12.4M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Baker Tilly Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.8M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.8M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $556.1K | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | DUSB — Dimensional Ultrashort Fixed Income ETF | $214K | Top 99.4% | Replicability (R²) 32.8% · Residual Sharpe 1.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Baker Tilly Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
4807 Innovate Lane, Madison, WI 53718
14 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 833-761-0673
- Website: bakertilly.com
Official record
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