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Karlyn Renee Etheridge

BERNICKE WEALTH MANAGEMENT, LTD.·ALTOONA, Wisconsin
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1565 BLUESTEM BLVD., ALTOONA, WI 54720CRD# 5233299Firm CRD# 164892
01

About

Karlyn Renee Etheridge is a registered financial advisor based in ALTOONA, Wisconsin, affiliated with BERNICKE WEALTH MANAGEMENT, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BERNICKE WEALTH MANAGEMENT, LTD.
BERNICKE WEALTH MANAGEMENT, LTD.
AUM
$344M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at BERNICKE WEALTH MANAGEMENT, LTD. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5233299
Firm CRD# 164892
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karlyn Renee Etheridge offer?
Karlyn Renee Etheridge specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTOONA, Wisconsin for a consultation.
What are Karlyn Renee Etheridge's credentials?
Karlyn Renee Etheridge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karlyn Renee Etheridge located?
Karlyn Renee Etheridge is based in ALTOONA, Wisconsin, working with BERNICKE WEALTH MANAGEMENT, LTD.. Their office serves clients in the ALTOONA metropolitan area and surrounding communities.
How does Karlyn Renee Etheridge charge for services?
Karlyn Renee Etheridge's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERNICKE WEALTH MANAGEMENT, LTD.?
BERNICKE WEALTH MANAGEMENT, LTD. has approximately 17 employees and manages $344M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALTOONA
Benjamin John Kanz — ORGEL WEALTH MANAGEMENT, LLCMark Alan Orgel — ORGEL WEALTH MANAGEMENT, LLCSamir A Murty — ORGEL WEALTH MANAGEMENT, LLCMark Anthony Boser — ORGEL WEALTH MANAGEMENT, LLCTy Alan Bernicke — BERNICKE WEALTH MANAGEMENT, LTD.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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