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 cited in The Wall Street Journal, Forbes, The New York Times, and Futures Magazine, among other national 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
Awards
- Forbes Best-In-State Wealth Advisor (2018-2026) – See award disclosures.
Media appearances and publications referenced above are for informational purposes only and do not constitute an endorsement of Bernicke Wealth Management or its advisors. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
