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1565 Bluestem Blvd., Altoona, WI 54720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bernicke Wealth Management | Altoona | WI | 04/2021 | Present |
| Unitedhealth Group | Eau Claire | WI | 11/2011 | 04/2021 |
| Self Employed Office Cleaner | Chippewa Falls | WI | 04/2018 | 12/2021 |
| Lpl Financial, Llc | Altoona | WI | 04/2021 | 04/2025 |
| Private Client Services | Altoona | WI | 04/2025 | Present |
1) Notary. 1565 Bluestem Blvd, Altoona, WI 54720. Notary. Notary Public state of Wisconsin. 1 hr/mo; 1 during trading hrs. Not investment related. 2) Bernicke Wealth Management, Ltd. 1565 Bluestem Blvd, Altoona, WI 54720. RIA. 200 hrs/mo; 162 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-06 |
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