0001616995-22-000021.txt : 20220303 0001616995-22-000021.hdr.sgml : 20220303 20220303102448 ACCESSION NUMBER: 0001616995-22-000021 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 STODDARD,KARLEE,MORGAN, FILED AS OF DATE: 20220303 DATE AS OF CHANGE: 20220303 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BAKER TILLY MUNICIPAL ADVISORS, LLC CENTRAL INDEX KEY: 0001616995 IRS NUMBER: 471581747 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-03731 FILM NUMBER: 22707021 BUSINESS ADDRESS: STREET 1: TEN TERRACE COURT CITY: MADISON STATE: WI ZIP: 53718 BUSINESS PHONE: 800-362-7301 MAIL ADDRESS: STREET 1: TEN TERRACE COURT CITY: MADISON STATE: WI ZIP: 53718 MA-I/A 1 primary_doc.xml MA-I/A 0001616995 XXXXXXXX Brian Colton 317-465-1500 brian.colton@bakertilly.com brian.colton@bakertilly.com Y N KARLEE MORGAN STODDARD N 1 0001616995 BAKER TILLY MUNICIPAL ADVISORS, LLC BAKER TILLY 03-01-2019 N 867-00880 LOCATED SUPERVISED 03-01-2019 2852 EYDE PARKWAY STE 150 EAST LANSING MI 48823 KARLEE MORGAN SIMS 03-2019 BAKER TILLY MUNICIPAL ADVISORS, LLC EAST LANSING IN 48823 Y N CONSULTANT 08-2017 03-2019 H.J. UMBAUGH & ASSOCIATES, CERTIFIED PUBLIC ACCOUNTANTS, LLP EAST LANSING MI 48823 Y N CONSULTANT 07-2016 08-2017 SAGINAW ATHLETIC CLUB SAGINAW MI 48638 N N OFFICE MANAGER/RECEPTIONIST 05-2013 07-2017 NORTHWOOD UNIVERSITY MIDLAND MI 48640 N N STUDENT 01-2014 04-2017 FOULDS & CO. P.C. SAGINAW MI 48638 N N SEASONAL TAX INTERN 07-2013 08-2016 BAYNE'S APPLE VALLEY FARM FREELAND MI 48623 N N DEPARTMENT MANAGER 05-2009 05-2013 HERITAGE HIGH SCHOOL SAGINAW MI 48603 N N STUDENT 01-2009 05-2009 WHITE PINE MIDDLE SCHOOL SAGINAW MI 48638 N N STUDENT N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 03-03-2022 Brian C. Colton Chief Compliance Officer