Ty Bernicke, President & CEO, knew he wanted to be a financial advisor in fifth grade, when a friend’s dad came to class and explained he helped people with their money. That combination, helping people and solving complex problems, has driven everything since. He started building his practice as a junior at the University of Wisconsin-Eau Claire, mentored by his father, and has been doing this work for 30 years.

What clients discover after their first year with Ty is how much ground his team actually covers. Most people expect investment management. What they actually get is a complete plan that accounts for tax minimization, estate planning, health insurance costs, investment management, and the right outside experts to make sure nothing gets missed. For clients who have spent decades building something, whether a career, a business, or both, that depth is exactly what they came for.

Ty has been named a Forbes Best-in-State Wealth Advisor for nine consecutive years. His research on investment management, retirement planning, and tax strategies has appeared in major outlets including The Wall Street Journal, Forbes, and The New York Times.

When he is not at work, Ty spends time at his cabin, on the golf course, or somewhere outdoors hunting or fishing. He spent a summer running a citywide golf event that benefited the local Boys and Girls Club and served as head of the fisheries division for a Chippewa County lake for over ten years. People who know him well would tell you he makes a lot more jokes than you might expect from someone who just walked you through your retirement plan.

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. Ty Bernicke is a paying member of the Forbes Finance Council, which provides the opportunity to contribute articles to Forbes. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.