Quantrel W. Hedrick

BAKER TILLY WEALTH MANAGEMENT

FRISCO, TX 75034

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CRD#: 6568962

Professional summary

Quantrel Wes Hedrick, CFP®, CPWA®, who also goes by Quantrel Weshon Hedrick, Wes Hedrick, is a registered financial advisor currently at BAKER TILLY WEALTH MANAGEMENT, LLC located in Frisco, Texas.

Quantrel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Quantrel has worked at 6 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Quantrel Weshon Hedrick | Wes Hedrick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BAKER TILLY WEALTH MANAGEMENT, LLC (BTWM) IS A CONTROLLED SUBSIDIARY OF BAKER TILLY ADVISORY GROUP, LP ("BAKER TILLY"). SALARY AND VARIABLE COMPENSATION (IF APPLICABLE) IS PAID BY BAKER TILLY. 100% OF TIME IS SPENT ON ADVISORY SERVICES WITH BTWM. THERE IS AN EXPENSE SHARING AGREEMENT IN PLACE BETWEEN BTWM & BAKER TILLY WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Quantrel Wes Hedrick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

CPWA^®

Certified Private Wealth Advisor

Start date: 2022-08-16

Expire date: 2024-07-31

Experience

Current

May 22, 2025 - Present

BAKER TILLY WEALTH MANAGEMENT, LLC

Office #1: 17 Cowboys Way Suite 550, Frisco, TX 75034

RIA

CRD#: 167811

FRISCO, TX

Past

June 27, 2023 - June 2, 2025

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Plano, TX

Past

May 24, 2023 - June 2, 2025

VANGUARD MARKETING CORPORATION

CRD#: 7452

Plano, TX

Past

January 26, 2017 - March 21, 2017

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Irving, TX

Past

January 26, 2017 - March 21, 2017

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Irving, TX

Past

April 23, 2016 - November 8, 2016

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

WESTLAKE, TX

Past

February 10, 2016 - November 8, 2016

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BAKER TILLY WEALTH MANAGEMENT, LLC

BAKER TILLY | BAKER TILLY WEALTH MANAGEMENT, LLC | BAKER TILLY INVESTMENT SERVICES | BAKER TILLY FINANCIAL, LLC | BAKER TILLY FINANCIAL

CRD#: 167811 / SEC#: 801-119352

RIA

Registered Investment Advisory firm - (8/25/2020 Approved)

Louisiana

Registered Investment Advisory firm - (9/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/23/2020 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/23/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/22/2025)

IAR

Wisconsin
(5/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/26/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/23/2016

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/24/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/25/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/10/2016

General Securities Representative Examination

Current Firm

BAKER TILLY WEALTH MANAGEMENT, LLC

BAKER TILLY | BAKER TILLY WEALTH MANAGEMENT, LLC | BAKER TILLY INVESTMENT SERVICES | BAKER TILLY FINANCIAL, LLC | BAKER TILLY FINANCIAL

CRD#: 167811 / SEC#: 801-119352

RIA

Registered Investment Advisory firm - (8/25/2020 Approved)

Louisiana

Registered Investment Advisory firm - (9/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/23/2020 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/23/2020 Terminated)

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Contact information

Main Address

4807 Innovate Lane, Madison, WI 53718

Mailing Address

Po Box 7398, Madison, WI 53707-7398

Phone number

(833) 761-0673

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/29/2025)

Regulatory assets under management

Total Number of Accounts	2,165
AUM (Assets Under Management)	$ 4,601,242,128

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/22/2024	Cover Page	Report
09/11/2023	Cover Page	Report
10/04/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Quantrel W. Hedrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Quantrel Wes Hedrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BAKER TILLY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/26/2023

Series 66

Date: 4/23/2016

Series 7TO

Date: 5/24/2023

SIE

Date: 4/25/2023

Series 7

Date: 2/10/2016

Current Firm

BAKER TILLY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BAKER TILLY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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