0001616995-23-000021.txt : 20230829
0001616995-23-000021.hdr.sgml : 20230829
20230829091118
ACCESSION NUMBER: 0001616995-23-000021
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: CARLSON,KYLE,ANTHONY,
FILED AS OF DATE: 20230828
DATE AS OF CHANGE: 20230829
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BAKER TILLY MUNICIPAL ADVISORS, LLC
CENTRAL INDEX KEY: 0001616995
IRS NUMBER: 471581747
STATE OF INCORPORATION: WI
FISCAL YEAR END: 0531
FILING VALUES:
FORM TYPE: MA-I
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-03731
FILM NUMBER: 231218553
BUSINESS ADDRESS:
STREET 1: 4807 INNOVATE LANE
CITY: MADISON
STATE: WI
ZIP: 53718
BUSINESS PHONE: 800-362-7301
MAIL ADDRESS:
STREET 1: 4807 INNOVATE LANE
CITY: MADISON
STATE: WI
ZIP: 53718
MA-I
1
primary_doc.xml
MA-I
0001616995
XXXXXXXX
Brian Colton
317-465-1500
brian.colton@bakertilly.com
N
N
Kyle
Anthony
Carlson
N
1
0001616995
BAKER TILLY MUNICIPAL ADVISORS, LLC
BAKER TILLY
03-01-2019
N
867-00880
LOCATED
SUPERVISED
03-01-2019
8365 KEYSTONE CROSSING SUITE 300
INDIANAPOLIS
IN
46240
03-2019
BAKER TILLY MUNICIPAL ADVISORS, LLC
INDIANAPOLIS
IN
46240
Y
N
MANAGER
08-2018
03-2019
H.J. UMBAUGH & ASSOCIATES, CERTIFIED PUBLIC ACCOUNTANTS, LLP
INDIANAPOLIS
IN
46240
Y
N
CONSULTANT
08-2014
05-2018
INDIANA UNIVERSITY
BLOOMINGTON
IN
47405
N
N
FULL TIME STUDENT
08-2010
06-2014
MISHAWAKA HIGH SCHOOL
MISHAWAKA
IN
46544
N
N
FULL TIME 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
08-28-2023
BRIAN COLTON
Chief Compliance Officer