Daniel Estenson, financial advisor Altoona WI
93 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 4 years of experience in the finance industry. Daniel Estenson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Triad Advisors, LLC Altoona, WI Jan 2018 - Current < 1
Bernicke Wealth Management, Ltd Altoona, WI Jun 2016 - Current 1
Triad Advisors, Inc. Altoona, WI Sep 2014 - Dec 2017 3
Bernicke & Associates, Ltd. Eau Claire, WI Aug 2014 - Jun 2016 1
Triad Advisors, Inc. Eau Claire, WI Mar 2013 - Sep 2014 1
Bernicke & Associates, Ltd. Eau Claire, WI Jul 2012 - Aug 2014 2
Triad Advisors, Inc. Eau Claire, WI Oct 2012 - Mar 2013 < 1
Raymond James Financial Services Eau Claire, WI 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):
  • TX
  • 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
  • Pension consulting services
  • 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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