Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|---|
| Triad Advisors, Llc | Altoona | WI | 10/2019 | 06/2020 |
| Bernicke Wealth Management, Ltd. | Altoona | WI | 06/2016 | Present |
| Triad Advisors, Inc. | Altoona | WI | 06/2016 | 12/2017 |
| Triad Advisors Llc | Altoona | WI | 01/2018 | 09/2019 |
| Lpl Financial Llc | Altoona | WI | 06/2020 | 04/2025 |
| Great Valley Advisor Group, Inc.(Dba:BErnicke Wealth Management) | Altoona | DE | 06/2020 | Present |
| Private Client Services | Altoona | WI | 04/2025 | Present |
1) Bernicke Wealth Management, Ltd. 1565 Bluestem Blvd, Altoona, WI 54720. RIA. Registered Admin and Wealth Service Director. I coordinate ongoing training and work responsibilities for existing employees. 160 hrs/mo; 140 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-16 |
Reach out to this advisor