Bernicke Wealth Management, Ltd.

Bernicke Wealth Management, Ltd. (CRD# 164892) is a financial advisory firm headquartered in Altoona, WI. They manage $173,586,271 in 1,086 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    1,086
    ACCOUNTS
  • Average Account Value
    $159,840
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, MN, TX, WI

Financial Advisors at Bernicke Wealth Management, Ltd.
Showing 1 - 7 of 7 top financial advisors.
1
Ty A. Bernicke
CRD#: 2936490
1565 Bluestem Blvd., Altoona, WI 54720
96
Wealthminder
score

Ty Bernicke (CRD# 2936490) is an Investment Advisor Representative working at Bernicke Wealth Management, Ltd. in Altoona, WI and has over 20 years of experience in the finance industry. Ty Bernicke 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.

2
Michael G. Brahmer
CRD#: 4917470
1565 Bluestem Blvd., Altoona, WI 54720
96
Wealthminder
score

Michael Brahmer (CRD# 4917470) is an Investment Advisor Representative working at Bernicke Wealth Management, Ltd. in Altoona, WI and has over 12 years of experience in the finance industry. Michael Brahmer 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.

3
Angela M. Carstens
CRD#: 5337043
1565 Bluestem Blvd., Altoona, WI 54720
93
Wealthminder
score

Angela Carstens (CRD# 5337043) is an Investment Advisor Representative working at Bernicke Wealth Management, Ltd. in Altoona, WI and has over 9 years of experience in the finance industry.

4
Karlyn R. Etheridge
CRD#: 5233299
1565 Bluestem Blvd., Altoona, WI 54720
93
Wealthminder
score

Karlyn Etheridge (CRD# 5233299) is an Investment Advisor Representative working at Bernicke Wealth Management, Ltd. in Altoona, WI and has over 10 years of experience in the finance industry.

5
Susan K. Severson
CRD#: 2128592
1565 Bluestem Blvd., Altoona, WI 54720
93
Wealthminder
score

Susan Severson (CRD# 2128592) is an Investment Advisor Representative working at Bernicke Wealth Management, Ltd. in Altoona, WI and has over 26 years of experience in the finance industry.

6
Bryce D. Dankers
CRD#: 6017063
1565 Bluestem Blvd., Altoona, WI 54720
89
Wealthminder
score

Bryce Dankers (CRD# 6017063) 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.

7
Daniel V. Estenson
CRD#: 6108325
1565 Bluestem Blvd., Altoona, WI 54720
89
Wealthminder
score

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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.