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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 |
| Triad Advisors, Llc | Altoona | WI | 01/2018 | 06/2020 |
| Bernicke Wealth Management, Ltd | Altoona | WI | 06/2016 | Present |
| 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) Chippewa Bowhunters, Inc. 3181 180th Street, Chippewa Falls, WI 54729. Not for profit archery club. Board member, volunteer archery instructor. Not investment related. 2) Bernicke Wealth Management, Ltd. 1565 Bluestem Blvd, Altoona, WI 54720. RIA. 160 hrs/mo; 120 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-31 |
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