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1565 Bluestem Blvd., Altoona, WI 54720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Altoona | WI | 06/2016 | 12/2017 |
| Bernicke Wealth Management, Ltd. | Altoona | WI | 06/2016 | Present |
| Triad Advisors, Llc | Altoona | WI | 01/2018 | 06/2020 |
| Lpl Financial, Llc | Altoona | WI | 06/2020 | 04/2025 |
| Great Valley Advisor Group, Inc. | Altoona | WI | 06/2020 | 04/2025 |
| Private Client Services | Altoona | WI | 04/2025 | Present |
| Bernicke Wealth Management | Altoona | WI | 04/2025 | Present |
1) Selling Fixed Annuities. Agent. 1 hr/mo; 1 during trading hrs. Investment related. 2) Bayfield Cabo, LLC. Boat. Owner. 1 hr/mo; 1 during trading hrs. Not investment related. 3) Nelson Tax & Accounting. 1625 Radio Dr, #140, Woodbury, MN 55125. Tax Prep/Accounting. Owner. 7 hrs/mo; 5 during trading hrs. Not investment related. 4) Sadie Bells, LLC. 1565 Bluestem Blvd, Altoona, WI 54720. Real Estate Rental. Owner. 1 hr/mo; 1 during trading hrs. Not investment related. 5) Bernicke Wealth Management, Ltd. 1565 Bluestem Blvd, Altoona, WI 54720. RIA. 120 hrs/mo; 90 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-18 |
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