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