Updated:
Bernicke Wealth Management
Bernicke Wealth Management is an independent financial firm serving clients across Minnesota and Wisconsin, with offices in Minnetonka, Woodbury, De Pere, and...
Overview
Bernicke Wealth Management is an independent financial firm serving clients across Minnesota and Wisconsin, with offices in Minnetonka, Woodbury, De Pere, and Altoona. It provides holistic wealth and investment management services for individual investors and business owners over 50 who are within five years of retirement and have a minimum of $500,000 in investable assets. Services include investment management, retirement planning, tax minimization strategies, and estate planning, delivered on a fiduciary, consultative basis without proprietary products.
General information
Firm type
Bank / Wealth / Trust
Year founded
2025
Location
Region
North America
Country
United States
City
Altoona
Corporate office
Altoona, United States
Principals
Ty A. Bernicke
CFP® — President & CEO
Dan V. Estenson
CFP®, AIF® — Lead Wealth Manager
Annasia Ford-McCollum — Wealth Manager
Lindsey M. Hendrickson
CFP® — Wealth Manager
Steve P. Latham
CFA, CFP® — Chief Investment Officer
Mitchell A. VanDenMeerendonk
CFP®, MSF, TPCP® — Wealth Manager
Billy Peterson
CFP® — Associate Wealth Manager
Brady Carrell — Business Development
Tasha Strand — Paraplanner
Katie Aubart — Paraplanner
Haley Turk — Paraplanner Manager
Kristie Weber — Director of Wealth Services
Paige Logslett — Director of Operations
Kolton Dupey — Director of Technology & Marketing
Frequently asked questions
What is the primary business of Bernicke Wealth Management?
The firm operates as a wealth manager under the subtype Bank / Wealth / Trust.
Where is Bernicke Wealth Management located?
Its headquarters are in Altoona, United States.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: