Ty Bernicke is the President and CEO of Bernicke Wealth Management. 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
- CERTIFIED FINANCIAL PLANNER™ professional
- Accident, Life, Health, Property, Casualty, and Variable Life/Variable Annuity Insurance Licenses
Education and Training
- Series 7, 63, 24, 66
- Bachelor’s Degree – Finance; University of Wisconsin-Eau Claire
- College for Financial Planning graduate
Recently Published Articles
- 5 Reasons Why You May Be Able to Retire Earlier Than You Think
- A Quick Guide to Understanding How Retirement Taxes Work
- Comparing Three Popular Retirement Income Distribution Strategies
- How To Manage Tax Lots To Minimize Taxes On Highly Appreciated Investments
- How To Avoid Common Estate Planning Issues, Including Probate
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