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1565 Bluestem Blvd., Altoona, WI 54720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 02/2016 | 06/2020 |
| Bernicke Wealth Management, Ltd | Altoona | WI | 02/2016 | Present |
| Monat | Doral | FL | 05/2019 | 05/2021 |
| Lpl Financial, Llc | Altoona | WI | 06/2020 | 04/2025 |
| Great Valley Advisor Group, Inc. | Altoona | WI | 06/2020 | Present |
| Private Client Services | Altoona | WI | 04/2025 | Present |
1) Notary Public. 1565 Bluestem Blvd, Altoona, WI 54720. Notary. Notary Public, commissioned through 03/15/2029. 1 hr/mo; 1 during trading hrs. Not investment related. 2) Bernicke Wealth Management. 1565 Bluestem Blvd, Altoona, WI 54720. RIA. 160 hrs/mo; 130 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-02 |
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