Bernicke Wealth Management, Ltd. is located in Altoona, United States on 1565 Bluestem Blvd. Bernicke Wealth Management, Ltd. is rated 5 out of 5 in the category financial planner in United States. Independent. Bernicke Wealth Management is an independent, locally-owned firm. Our firm takes a very comprehensive, research-driven approach to investment management, wealth planning, retirement planning, and other strategies related to your financial health. Client Focused With each client we strive to provide education to help you understand the different areas of your financial picture, and to help you achieve your financial goals - whatever they may be. Research Driven Ty Bernicke's research on investment management and financial planning has been published or recognized in multiple national publications including Forbes, The Wall Street Journal, and The New York Times. Ty has also been quoted and interviewed by national media. Appearances include CNN's "In the Money," CNBC's "Squawk Box," and "Morning Call." Ty's ongoing pursuit of financial research is used by our wealth advisers help clients maintain their desired lifestyles while achieving their financial goals. Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Advisory services offered through Bernicke Wealth Management, Ltd. (Bernicke). Bernicke is not affiliated with Triad Advisors, LLC. Bernicke is an SEC registered investment adviser that maintains a principal place of business in the State of Wisconsin. Registration does not imply a certain level of skill or training. Bernicke may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Bernicke's registration status and business operations, please consult the firm's Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov. Copyright Bernicke Wealth Management, Ltd.
Address
1565 Bluestem Blvd
Company size
11-50 employees
Service options
Online appointments
On-site services
Accessibility
Wheelchair-accessible entrance
Wheelchair-accessible toilet