Bernicke Wealth Management History

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 (fiduciary responsibility). 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-authors 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. Bernicke & Associates, Ltd. builds 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 as Top 100 Independent Advisors* as published in Registered Rep Magazine.

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 7th article published in a national publication, The Wall Street Journal's Market Watch. Previous research articles were published in Forbes, The Journal of Financial Planning, and Futures Magazine.

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 firm name to Bernicke Wealth Management, Ltd. to better reflect our service offering.

 2018 - Ty Bernicke recognized by Forbes as a Best-In-State Wealth Advisor for 2018.** 

 

* 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 member of a team, 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 of America's Top 100 Independent Financial Advisors. The overall evaluation score of the Top 100 Independent Financial Advisors reflects an average of all respondents and may not be representative of any one client's evaluation. America's Top 100 Independent Financial Advisors List is not indicative of the advisor's future performance. Working with one of America's Top 100 Independent Financial Advisors or any financial advisor is no guarantee as to the future investment success nor is there any guarantee that the selected advisors will be awarded this accomplishment in the future. Thousands of advisors, broker/dealers and PR agencies ted data forms. Registered Rep Magazine created and conducted the survey. 

**The study, developed by SHOOK Research, looked at qualitative and quantitative data like client retention, assets under management, compliance records, industry experience, team dynamics, community involvement, investing process, and best practices with clients, among other factors. The list spotlights advisors who are leading the way in offering best practices and providing a high quality experience for clients. Over 21,000 nominations were received, and approximately 2,000 were selected across the country.