Dan V. Estenson

, CFP®, AIF®

Lead Wealth Manager

Dan V. Estenson

Dan V. Estenson

Lead Wealth Manager

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 helps develop college education funding strategies for our clients, in an effort to reduce the increasing costs of post-secondary education. He lives in Chippewa Falls with his wife, Nicole, and three children. In his free time, Dan enjoys traveling, the outdoors, and spending time with his family.

Certifications, Licenses, and Registrations

  • Registered Representative with LPL Financial, Member FINRA/SIPC
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses
  • Accredited Investment Fiduciary®

Education and Training

  • Series 7 held at LPL Financial
  • Series 66 held at LPL Financial & Great Valley Advisor Group
  • Bachelor’s Degree – Accounting; University of Wisconsin – Eau Claire
  • College for Financial Planning graduate

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. 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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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.

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