Bernicke Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

335431

SEC number

801-132485

Firm type

RIA

Assets under management

$887.4M as of May 26, 2026

Website

www.linkedin.com/company/bernicke-wealth-management ↗

Phone

715-832-1173

Address

1565 Bluestem Blvd., Altoona, WI, 54720

Advisors at this firm

12 in our index · page 1 of 1

• Katherine Jade AubartCRD 6613881 · Altoona, WI
  IA RegisteredBroker
• Ty Alan BernickeCRD 2936490 · Altoona, WI
  IA RegisteredBroker
• Brody BernickeCRD 7515411 · Altoona, WI
  IA RegisteredBroker
• Daniel Vernon EstensonCRD 6108325 · Altoona, WI
  IA RegisteredBroker
• Annasia Marie Ford-MccollumCRD 7473871 · Woodbury, MN
  IA RegisteredBroker
• Lindsey Marie HendricksonCRD 6735414 · Minnetonka, MN
  IA RegisteredBroker
• Steven Pearson LathamCRD 5432016 · Altoona, WI
  IA RegisteredBroker
• William PetersonCRD 7471801 · Altoona, WI
  IA RegisteredBroker
• Tasha StrandCRD 7371083 · Altoona, WI
  IA RegisteredBroker
• Haley Alexis TurkCRD 7830052 · Altoona, WI
  IA RegisteredBroker
• Mitchell Antone VandenmeerendonkCRD 7424492 · Altoona, WI
  IA RegisteredBroker
• Kristie Lynn WeberCRD 5181468 · Altoona, WI
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.