Ty Bernicke is the President of Bernicke Wealth Management and serves as an Executive Wealth Manager. Ty currently works with a limited number of clients who require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies has been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications. Ty Bernicke and Bernicke Wealth Management give back to the community and environment through numerous charitable endeavors. Ty spends his free time with his wife, two daughters, and one son. He also likes to fish, golf, and exercise.
Certifications, Licenses, and Registrations
- Registered Principal with LPL Financial, Member FINRA/SIPC
- CERTIFIED FINANCIAL PLANNER™ professional
- Accident, Life, Health, Property, Casualty, and Variable Life/Variable Annuity Insurance Licenses
Education and Training
- Series 7, 63, 24 held at LPL Financial
- Series 66 held at LPL Financial & Great Valley Advisor Group
- Bachelor’s Degree – Finance; University of Wisconsin-Eau Claire
- College for Financial Planning graduate
Recent Published Articles
- Forbes: How To Manage Tax Lots To Minimize Taxes On Highly Appreciated Investments
- Forbes: How To Avoid Common Estate Planning Issues, Including Probate
- Forbes: Is A Roth IRA Conversion The Right Strategy For You?
- Forbes: Four Advantages of Owning Stocks Over Mutual Funds or ETFs
- Forbes: Key Investment Concerns For Early Retirees
