Brody Bernicke spent more than three years interning at Bernicke Wealth Management while finishing his finance degree at Marquette University. By the time he graduated, the transition to a full-time paraplanner was less a career decision than a natural next step. He has been building his planning skills from the inside ever since and is currently pursuing his CFP® designation.
His job is mostly invisible to clients, and that’s the point. Brody builds the organized financial plans that advisors bring into review meetings, so clients walk out with confidence in what comes next. What looks effortless on the client side takes real problem-solving behind the scenes, and that’s where Brody spends most of his time.
What he finds most satisfying is hearing recent retirees talk about how much they are enjoying retirement. Knowing he had a hand in that, even a small one, is what makes the work feel worthwhile.
Outside the office, Brody is watching Wisconsin sports, fishing, or spending time with friends and family.
Certificates, Licenses, and Registrations
- Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses
Education and Training
- Series 7, 66
- Security Industry Essentials Exam
- Bachelor’s Degree – Finance; Marquette University
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