Unclaimed Profile

Karlyn Renee Etheridge

BERNICKE WEALTH MANAGEMENT, LTD.·ALTOONA, Wisconsin

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record18 years registeredBERNICKE WEALTH MANAGEMENT, LTD.

1565 BLUESTEM BLVD., ALTOONA, WI 54720CRD# 5233299Firm CRD# 164892

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karlyn Renee Etheridge · ALTOONA, WI

Registration

CRD #5233299 · BERNICKE WEALTH MANAGEMENT, LTD. · 18 years registered

Brand Profile

Not yet started

Career History

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Sep 2020 – present

GREAT VALLEY ADVISOR GROUP, INC.

Jun 2020 – Aug 2020

ALTOONA, WI

BERNICKE WEALTH MANAGEMENT, LTD.

Oct 2012 – Aug 2020

ALTOONA, WI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Oct 2012

EAU CLAIRE, WI

RAYMOND JAMES FINANCIAL SERVICES

Jul 2008 – Jan 2009

EAU CLAIRE, WI

SII INVESTMENTS, INC.

Sep 2007 – Jul 2008

EAU CLAIRE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · September 27, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERNICKE WEALTH MANAGEMENT, LTD.

CRD 164892 · SEC 801-77179

AUM

$344M

Regulatory assets under management

Employees

1,589 client accounts

Services offered by BERNICKE WEALTH MANAGEMENT, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BERNICKE WEALTH MANAGEMENT, LTD. →

Introduction

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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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