Kelly L Baumbach, CFP

Overview

Kelly L Baumbach is an insurance agent, a registered representative and an investment adviser representative based in WI, with 27 years in the industry.

Years in the industry

27

States licensed

3

States registered

6

Carrier appointments

5

Contact

2 business emails and 5 phone numbers on file

Registrations and licenses

• Licensed in 3 states
• Registered in 6 states

• Life Agent Individual
• Producer
• Series 6
• Series 63
• Series 65
• Series 7
• SIE

2 lines of authority, with every state and its dates

Firms

• Baker Tilly Capital, LLCCurrent firm
• Baker Tilly Wealth Management, LLCCurrent firm

Employment history since 1999

Carriers

5 active carrier appointments

Book and practice

Firm assets under management on file