Since 1985, Bernicke & Associates, Ltd. has grown from a company of three employees to one of the largest independent firms in the state of Wisconsin. The Raymond James financial advisors at Bernicke & Associates, Ltd. provide wealth services for a limited number of investors and successful business owners who have retired, or will be retiring within 10 years, as well as foundations.

The wealth strategies that the professionals design are implemented and closely monitored to help give clients a high likelihood of maintaining their desired lifestyles while achieving their financial goals. These services are provided in a collaborative effort by our team of professionals, which includes CERTIFIED FINANCIAL PLANNERS™, CPAs*, and our network of niche professionals.

Bernicke & Associates, Ltd. takes pride in their client centric model which helped Ty A. Bernicke, CFP^® earn the title of America’s Top 100 Independent Financial Advisors by Registered Rep* magazine in 2007. Additionally, Mr. Bernicke’s research on investment management and financial planning has been recognized in multiple national publications including Forbes, The Wall Street Journal, and the New York Times.

Ty also is frequently quoted and interviewed by national media. Appearances include CNN’s “In the Money”, CNBC’s “Squawk Box”, and “Morning Call”.  Ty’s relentless pursuit of financial research is used by our wealth advisors to help clients achieve their unique financial aspirations.

<sup>* CPA services are not services of Raymond James.
* Based upon production, assets under management, tenure, and/or direct survey.</sup>