FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
About Bernicke Wealth Management
Bernicke Wealth Management is an independent, Altoona, Wisconsin-based wealth management firm serving clients across the Eau Claire and Twin Cities regions. Founded in 1985, the firm offers comprehensive wealth strategies that include investment management, retirement planning, tax minimization and estate planning. Advisors at Bernicke take on the role of personal chief financial officers, coordinating financial decisions to help clients maintain their lifestyles and pursue long-term goals. Their approach is anchored in research and fiduciary responsibility, ensuring that investment strategies are informed by objective analysis and best practices.
Bernicke’s team-based model provides clients with access to specialists across multiple disciplines, delivering personalized, integrated service without proprietary products. By combining deep research, collaborative planning and attentive client service, the firm aims to be a trusted partner for individuals, business owners, foundations and nonprofits seeking clarity and confidence in their financial future.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Investment Management
- Retirement Planning
- Tax Minimization Strategies
- Estate Planning
- Portfolio Construction
- Risk Management
- Business Owner Planning
More about Bernicke Wealth Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 335431 | 6 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Bernicke Wealth Management.
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Bernicke Wealth Management.