# Bernicke Wealth Management

Bernicke Wealth Management is a Bank / Wealth / Trust based in Altoona, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Altoona, United States
- **Region:** North America
- **Address:** Altoona, United States
- **Founded:** 2025
- **Assets under management:** Undisclosed
- **Website:** www.bernicke.com
- **LinkedIn:** https://www.linkedin.com/company/bernicke-wealth-management

## Regulatory record

- **CRD number:** 335431
- **SEC file number:** 801-132485
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-28T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335431

## About

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.

## People

- 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

## 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.

## Related profiles

- [Bernhard Taras Ventures](https://altss.com/profile/bernhard-taras-ventures)
- [Bernstein Institutional Services](https://altss.com/profile/bernstein-institutional-services)

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Last updated: 2026-08-11T15:06:13.093Z

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