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Bernicke & Associates  Ltd. is an independent wealth services company. Our advisors specialize in providing comprehensive financial solutions for a select group of individuals and successful business owners who have retired or will be retiring within 10 years, as well as foundations. By creating long term partnerships with our clients, our team of investment, tax, estate, and niche professionals design tailored financial strategies for each client’s unique circumstances.

We pride ourselves on maintaining highly researched financial strategies. Ty Bernicke’s research on investment management, retirement planning, and tax reduction strategies has been recognized in numerous publications including The Wall Street Journal, New York Times and CNN. Ty also is a contributing author to Forbe’s “Expert View”.

 

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Securities offered through Triad Advisors, Inc., member FINRA/SIPC. Advisory Services offered through Bernicke & Associates, Ltd. (Bernicke). Bernicke is not affiliated with Triad Advisors, Inc. Bernicke is an SEC registered investment adviser that maintains a principal place of business in the State of Wisconsin. Bernicke may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Bernicke’s registration status and business operations, please consult the firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
© 2015 Bernicke & Associates, LTD
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