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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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Altoona | WI | 08/2021 | 04/2025 |
| Phillips-Medisize | Menomonie | WI | 05/2018 | 08/2021 |
| University Of Wisconsin- Eau Claire | Eau Claire | WI | 09/2014 | 06/2018 |
| University Of Wisconsin- Whitewater | Whitewater | WI | 03/2020 | 05/2022 |
| Great Valley Advisor Group Inc | Altoona | WI | 11/2021 | 04/2025 |
| Private Client Services | Altoona | WI | 04/2025 | Present |
| Bernicke Wealth Management | Altoona | WI | 04/2025 | Present |
1) Bernicke Wealth Management. 1565 Bluestem Blvd, Altoona, WI 54720. RIA. 200 hrs/mo; 162 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-22 |
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