Bernicke Wealth Management Ltd
Legal Name: BERNICKE WEALTH MANAGEMENT, LTD.
1565 BLUESTEM BLVD., ALTOONA, WI
(715) 832-1173
https://www.bernicke.com
Frequently Asked Questions (FAQ)
Full Contact Details
Bernicke Wealth Management Ltd
1565 BLUESTEM BLVD., ALTOONA, WI
(715) 832-1173
(715) 832-1933
Other Info
Bernicke Wealth Management, legally referred to as BERNICKE WEALTH MANAGEMENT, LTD. is a corporate entity based in Wisconsin serving one client. The firm, which currently has 23 employees, 10 of whom are advisors, received SEC approval on September 25, 2012.
Bernicke Wealth Management | Eau Claire, WI Financial Advisor
Bernicke Wealth Management provides investment management, retirement planning, tax minimization strategies, and estate planning services in Eau Claire, WI and the surrounding area.
Direct Owners
-
KARLYN RENEE ETHERIDGE
CHIEF COMPLIANCE OFFICER owns less than 5%
-
TY ALAN BERNICKE
CHIEF EXECUTIVE OFFICER owns 75% or more
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 5, 2019
- VANGUARD SCOTTSDALE FDS $65,549k
- ISHARES TR $22,978k
- ISHARES TR JPMORGAN USD EMG $12,871k
- ISHARES TR NATIONAL MUN ETF $12,355k
- ISHARES TR $8,513k
- VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF $4,618k
- VANECK VECTORS ETF TR $3,384k
- ALPS ETF TR $2,256k
- VANGUARD INDEX FDS GROWTH ETF $1,613k
- SPDR DOW JONES INDL $1,210k