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Team

Advising

Ty A. Bernicke

, CFP®

President, Executive Wealth Manager

Dan V. Estenson

, CFP®, AIF®

Lead Wealth Manager

Lindsey M. Hendrickson

, CFP®

Wealth Manager

Steve P. Latham

, CFA, CFP®

Chief Investment Officer

Tenner C. Stoe

, CFP®

Wealth Manager

Paraplanning

Katie J. Aubart

Paraplanner

Jordan E. Boswell

Paraplanner

Annasia Ford-McCollum

Paraplanner

Michelle M. Klass

Paraplanner

Tasha M. Strand

Paraplanner

Mitch A. VanDenMeerendonk

Associate Wealth Manager

Kristie L. Weber

Director of Wealth Services

Operations & Support

Maren A. Bernicke

Operations Associate

Kolton J. Dupey

Information Systems Associate

Valerie J. Hemenway

Operations Associate

Laurie J. Jacobson

Office/Event Coordinator

Leah C. Janicki

Client Service Associate

Paige E. Logslett

Director of Operations

Michelle K. Long

Operations Manager

Kayla J. Nelson

Operations Associate

Lynn M. Olson

Senior Compliance Associate

Cathryn S. Shill

Client Service Associate

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  • 1565 Bluestem Blvd
    Altoona, WI 54720

About Us

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.

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Learn why you may be able to retire earlier than you think.
This field is for validation purposes and should be left unchanged.