BERNICKE WEALTH MANAGEMENT, LTD.

ALTOONA, Wisconsin·3 registered advisors·CRD# 164892

SEC# 801-771790(715) 832-1173

01

Firm Overview

AUM

$344M

Regulatory assets under management

Employees

17

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BERNICKE WEALTH MANAGEMENT, LTD.

3 registered advisors

Karlyn Renee Etheridge

ALTOONA, Wisconsin

Michael Gregory Brahmer

ALTOONA, Wisconsin

Ty Alan Bernicke

ALTOONA, Wisconsin

05

Office Locations

ALTOONA, Wisconsin

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Data sourced from SEC Form ADV filings. BERNICKE WEALTH MANAGEMENT, LTD. (CRD# 164892) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.