Important Disclosures

Bernicke Wealth Management, LTD (“Bernicke”) is an SEC registered investment adviser with a principal place of business in Altoona, Wisconsin.  Registration does not imply a certain level of skill or training. Bernicke may only transact business in those states in which it is notice filed or qualifies for a corresponding exception from such requirements. The publication of Bernicke’s website on the Internet should not be construed by any consumer or prospective client as Bernicke’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the internet.  Furthermore, the information resulting from the use of tools or other information accessible through this Internet site should not be construed as the provision of personalized individual advice from Bernicke.

A copy of Bernicke’s written disclosure statement as set forth on Form ADV discussing Bernicke’s business operations, services, and fees is available on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov.

Bernicke does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes and all uses thereof should be guided accordingly. Hypothetical examples are provided for educational purposes only, do not represent actual client experiences, and are intended solely to illustrate how a process, methodology, or technique could work in practice. Bernicke cannot provide any assurance that an individual in a comparable situation will experience similar results. Investing involves risk of loss.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the services of a qualified attorney or accountant.

The representatives of Bernicke are also securities licensed by several states with Triad Advisors, LLC.  Member FINRA/SIPC. Triad Advisors is a broker dealer independent of Bernicke Wealth Management.

For information about our awards or recognitions, please see our Awards Disclosures page.

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