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.
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.
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.
* 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 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 of 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.