Kristie L. Weber

Director of Wealth Services

Kristie L. Weber

Kristie L. Weber

Director of Wealth Services

As the Director of Wealth Services, Kristie strives to deliver exceptional client service. She works with lead and senior advisers of the firm. She enjoys being creative away from the office by gardening, refurbishing old furniture, and writing. Also, Kristie and her family are fond of spending time outdoors hiking and biking.

Certifications, Licenses, and Registrations

  • LPL Registered Representative LPL Financial, Member FINRA/SIPC
  • 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
  • Bachelors Degree – Criminal Justice; University of Wisconsin – Eau Claire

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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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