Unclaimed Profile

Ty Alan Bernicke

BERNICKE WEALTH MANAGEMENT, LTD.·ALTOONA, Wisconsin

Clean recordBERNICKE WEALTH MANAGEMENT, LTD.

1565 BLUESTEM BLVD., ALTOONA, WI 54720CRD# 2936490Firm CRD# 164892

Profile Verification

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

Identity

Ty Alan Bernicke · ALTOONA, WI

Registration

CRD #2936490 · BERNICKE WEALTH MANAGEMENT, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ty Alan Bernicke 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BERNICKE WEALTH MANAGEMENT, LTD.

AUM

$344M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2936490

Firm CRD# 164892

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ty Alan Bernicke offer?

Ty Alan Bernicke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTOONA, Wisconsin for a consultation.

What are Ty Alan Bernicke's credentials?

Ty Alan Bernicke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ty Alan Bernicke located?

Ty Alan Bernicke 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 Ty Alan Bernicke charge for services?

Ty Alan Bernicke'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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