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Bernicke Wealth Management financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Bernicke Wealth Management office in Wisconsin, by city and A to Z.
The short answer
10 registered advisors work at Bernicke Wealth Management in Wisconsin, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Altoona (10). 5 list the CFP designation and 10 are also registered broker representatives.
Bernicke Wealth Management advisors by city in Wisconsin
Every firm in Wisconsin →Bernicke Wealth Management advisors in Wisconsin, A to Z
Search by name →- Brody BernickeAltoona
- Ty A. BernickeAltoona · Certified Financial Planner
- Daniel V. EstensonAltoona · Certified Financial Planner
- Annasia M. Ford-McCollumAltoona
- Steven P. LathamAltoona · Certified Financial Planner
- William PetersonAltoona · Certified Financial Planner
- Tasha StrandAltoona
- Haley A. TurkAltoona
- Mitchell A. VandenmeerendonkAltoona · Certified Financial Planner
- Kristie L. WeberAltoona
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Questions
How many Bernicke Wealth Management financial advisors are in Wisconsin?
10 investment adviser representatives are registered at Bernicke Wealth Management offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 5 list the CFP designation and 10 are also registered as broker representatives.
Where in Wisconsin does Bernicke Wealth Management have the most advisors?
Altoona, with 10. Bernicke Wealth Management has advisors in 1 city in Wisconsin.
How do I check a Bernicke Wealth Management advisor in Wisconsin?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bernicke Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.