Daniel Estenson, financial advisor Altoona WI
89 score

Daniel Estenson

CRD Number: 6108325
Current Firm: Bernicke Wealth Management, Ltd.

Daniel Estenson (CRD# 6108325) is an Investment Advisor Representative working at Bernicke Wealth Management, Ltd. in Altoona, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bernicke Wealth Management, Ltd Altoona, WI Aug 2014 - Current 2
Triad Advisors, Inc. Norcross, GA Mar 2013 - Current 3
Bernicke & Associates, Ltd. Eau Claire, WI Jul 2012 - Aug 2014 2
Triad Advisors, Inc. Norcross, GA Oct 2012 - Mar 2013 < 1
Raymond James Financial Services St. Petersburg, FL Jul 2012 - Oct 2012 < 1
Cardinal Glass Industries Menomonie, WI Jan 2003 - Jul 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Daniel V. Estenson
Phone Number: (715) 832-1173
Firm Website: http://www.bernicke.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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