Katie J. Aubart

Paraplanner

Katie J. Aubart

Katie J. Aubart

Paraplanner

Katie is a Paraplanner who works with wealth managers to help people identify their unique financial goals.  Katie strives to deliver excellent customer service with a professional and friendly attitude.  Katie holds an Accounting degree from Chippewa Valley Technical College and an Associate’s degree in Arts & Sciences from the University of Wisconsin – Barron County.  Katie lives in Chippewa Falls, where she enjoys anything outdoors and spending time with her wonderful family and friends.

Certifications, Licenses, and Registrations

  • Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 7 held at LPL Financial
  • Series 66 held at LPL Financial & Great Valley Advisor Group

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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.

© 2021 Bernicke Wealth Management, Ltd. | Site Development: Midstream Marketing

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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