Since 1985, the Bernicke family has been helping clients plan for their financial futures.
The philosophies that made us successful then, are still in place today: do what’s right, and do what’s in the client’s best interest. We firmly believe that and will continue to live by those philosophies for years to come.
1985 – The plan to start Bernicke Financial Planning was devised on a napkin in September 1985. Bernicke Financial Planning became an incorporated business on November 25, 1985.
1986 – Bernicke Financial Planning opened for business. Initially provided financial planning advice, accounting, and tax preparation services.
1988 – Barry Bernicke became a registered representative and began providing investment management services. Bernicke Financial Planning changed its name to Bernicke & Associates, Ltd.
1997 – Ty Bernicke became a registered representative allowing him to build his investment management business within Bernicke & Associates, Ltd.
2003 – Ty Bernicke co-authored his first research article in Futures Magazine titled, “Is past performance really indicative of future results?”
2004 – Bernicke & Associates, Ltd.’s team grows to 10 individuals and build their first building in Eau Claire, WI.
2007 – Ty Bernicke appeared on Squawk Box, CNBC’s ‘pre-market’ morning news and talk program.
2009 – Ty Bernicke recognized in Top 100 Independent Advisors in America as published in Registered Rep Magazine (now Wealth Management by Informa).*
2012 – Bernicke & Associates formed its own Registered Investment Adviser firm to offer advisory-based services to clients while retaining affiliation with an independent broker-dealer for greater investment flexibility.
2013 – Ty Bernicke has his research article “Why Your Mutual Fund Portfolio Has Done So Badly” published in The Wall Street Journal’s Market Watch.
2014 – Ty Bernicke completes the purchase of Bernicke & Associates, Ltd., allowing Barry Bernicke to transition into retirement.
2016 – The firm builds a new office in Altoona, WI, to accommodate the growing number of employees and clientele. Bernicke & Associates, Ltd. changes the firm name to Bernicke Wealth Management, Ltd. to better reflect our service offering.
2018 – Ty Bernicke recognized by Forbes as the #4 Best-In-State Wealth Advisor for 2018.**
2019 – Ty Bernicke recognized by Forbes as the #7 Best-In-State Wealth Advisor for 2019.**
2020 – Ty Bernicke recognized by Forbes as the #7 Best-In-State Wealth Advisor for 2020.**
2021 – Ty Bernicke recognized by Forbes as the #6 Best-In-State Wealth Advisor for 2021.**
2022 – Ty Bernicke recognized by Forbes as the #7 Best-In-State Wealth Advisor for 2022.** The firm expands with a second office in Woodbury, MN.
2023 – Ty Bernicke recognized by Forbes as the #20 Best-In-State Wealth Advisor for 2023.** Bernicke Wealth Management named as a Forbes Top RIA Firm in 2023.***
2024 – Ty Bernicke recognized by Forbes as the #7 Best-In-State Wealth Advisor for 2024.** The firm expands with a third office in Minnetonka, MN.
2025 – Ty Bernicke recognized by Forbes as the #4 Best-In-State Wealth Advisor for 2025.**
2026 – Ty Bernicke recognized by Forbes as the #5 Best-In-State Wealth Advisor for 2026.** The firm expands with a fourth office in De Pere, WI.
Media appearances, publications, and citations referenced on this page do not constitute an endorsement of Bernicke Wealth Management or its advisors. Past publications are not indicative of future coverage or investment performance or success.
*Advisors are ranked strictly by assets under management, though 60 percent of those assets must belong to retail, as opposed to institutional clients. If the advisor is a team member, he must be the founder or leader of that team. Top 100 Independent Financial Advisors do not pay a fee to be included in the research or the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client’s evaluation. This list is not indicative of the advisor’s future performance. Working with a ranked financial advisor is no guarantee of future investment success. Thousands of advisors, broker/dealers, and PR agencies submitted data forms. Registered Rep. Magazine (now Wealth Management by Informa) created and conducted the survey. Awarded August 1, 2009.
**The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
***Forbes America’s Top RIA Firms ranking developed by SHOOK Research, LLC. Awarded October 1, 2024 based on data as of March 31, 2023. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual, and in-person due diligence interviews, and quantitative data including revenue trends, assets under management, compliance records, and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither SHOOK Research nor Forbes receives compensation for placement on the rankings. Rankings are not indicative of future performance or representative of any one client’s experience.
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