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Director of Wealth Services / CCO · Bernicke Wealth Management

Kristie L. Weber

CRD 5181468 · Named on Form ADV at one SEC-registered adviser

At a glance

Bernicke Wealth Management, an SEC-registered broker-dealer firm based in Altoona, WI with $887 million in regulatory assets, lists Kristie L. Weber on its Form ADV as Director of Wealth Services / CCO.

Firms and roles

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Kristie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kristie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.