Financial ADVSR advisor directory · SEC adviser records
Bernicke Wealth Management financial advisors in Altoona, WI
Every SEC-registered investment adviser representative at a Bernicke Wealth Management office in Altoona, A to Z.
The short answer
10 registered advisors work at Bernicke Wealth Management in Altoona, out of 10 at the firm nationwide; it ranks number 3 in the city by advisors. 5 list the CFP designation and 10 are also registered broker representatives.
Bernicke Wealth Management advisors in Altoona, A to Z
Every Bernicke Wealth Management advisor →- Brody BernickeAlso a broker rep
- Ty A. BernickeCertified Financial Planner · Also a broker rep
- Daniel V. EstensonCertified Financial Planner · Also a broker rep
- Annasia M. Ford-McCollumAlso a broker rep
- Steven P. LathamCertified Financial Planner · Also a broker rep
- William PetersonCertified Financial Planner · Also a broker rep
- Tasha StrandAlso a broker rep
- Haley A. TurkAlso a broker rep
- Mitchell A. VandenmeerendonkCertified Financial Planner · Also a broker rep
- Kristie L. WeberAlso a broker rep
Bernicke Wealth Management advisors in every city and state →Bernicke Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Altoona
All Altoona advisors →Orgel Wealth Management, LLC 25Ameriprise Financial Services, LLC 13Edward Jones 7Great Valley Advisor Group, LLC 4
Questions
How many financial advisors does Bernicke Wealth Management have in Altoona?
10 investment adviser representatives are registered at Bernicke Wealth Management offices in Altoona, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 5 list the CFP designation and 10 are also registered as broker representatives.
Is Bernicke Wealth Management one of the largest advisor employers in Altoona?
Bernicke Wealth Management ranks number 3 in Altoona by registered advisors; Orgel Wealth Management, LLC has the most, with 25.
How do I check a Bernicke Wealth Management advisor in Altoona?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.