Ty Bernicke is the President of Bernicke Wealth Management and serves as an Executive Wealth Manager. Ty currently works with a limited number of clients
Dan is a Lead Wealth Manager who helps clients reach their lifelong goals through retirement income planning, tax minimization strategies, and wealth planning. Dan also
Lindsey is a Wealth Manager who strives to provide an individualized and exceptional client experience. Lindsey is passionate about helping people identify their unique financial
In Steve’s role as Chief Investment Officer, he strives to make the financial markets’ complexities understandable and approachable for his clients. Investing in an ever-changing
Tenner is a Wealth Manager who strives to help clients with their financial goals through investment management, financial planning, and tax minimization strategies. Tenner lives
Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.
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