Bernicke Wealth Management, Ltd.
Bernicke Wealth Management, Ltd. (CRD# 164892) is a financial advisory firm headquartered in Altoona, WI. They manage $344,115,636 in 1,589 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management344MILLION
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Total Number of Accounts1,589ACCOUNTS
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Average Account Value$216,561
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, IA, MI, MN, NE, NH, TX, WI
Financial Advisors at Bernicke Wealth Management, Ltd.
No Advisor Found.
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