Unclaimed Profile

Michael Gregory Brahmer

BERNICKE WEALTH MANAGEMENT, LTD.·ALTOONA, Wisconsin

SIE, Series 7, Series 63CFPClean record15 years registeredBERNICKE WEALTH MANAGEMENT, LTD.

1565 BLUESTEM BLVD., ALTOONA, WI 54720CRD# 4917470Firm CRD# 164892

Profile Verification

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

Identity

Michael Gregory Brahmer · ALTOONA, WI

Registration

CRD #4917470 · BERNICKE WEALTH MANAGEMENT, LTD. · 15 years registered

Brand Profile

Not yet started

Career History

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Sep 2019 – present

BERNICKE WEALTH MANAGEMENT, LTD.

Oct 2012 – Oct 2019

ALTOONA, WI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jul 2011 – Oct 2012

EAU CLAIRE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · July 29, 2011

Years registered · 15

Professional designation · CFP

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 Michael Gregory Brahmer offer?

Michael Gregory Brahmer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTOONA, Wisconsin for a consultation.

What are Michael Gregory Brahmer's credentials?

Michael Gregory Brahmer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Gregory Brahmer located?

Michael Gregory Brahmer 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 Michael Gregory Brahmer charge for services?

Michael Gregory Brahmer'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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