Brody Bernicke interned with the Bernicke Wealth Management financial planning team while finishing his finance degree, Cum Laude, at Marquette University. During his internship, he built and organized financial plans for clients and the advising team, utilizing his strong attention to detail and organizational skills.
After graduation, he transitioned into a full-time paraplanner role, where he quickly built upon his financial planning expertise while demonstrating a strong commitment to delivering exceptional client service. Brody assists clients on the phone, attends meetings, and prepares a variety of account-related paperwork. In addition to his commitment to providing excellent care for clients, Brody is currently pursuing his CFP® designation.
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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