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Gathering insights about Bernicke Wealth Management

Similar companies to Bernicke Wealth Management

Bernicke Wealth Management Tech Stack

Bernicke Wealth Management uses 8 technology products and services including Google Ads, Facebook Pixel, MySQL, and more. Explore Bernicke Wealth Management's tech stack below.

  • Google Ads
    Advertising
  • Facebook Pixel
    Analytics
  • MySQL
    Database
  • Webpack
    Development
  • OWL Carousel
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • UPS
    Logistics
  • Adobe Fonts
    Web Fonts

Bernicke Wealth Management's Email Address Formats

Bernicke Wealth Management uses at least 1 format(s):
Bernicke Wealth Management Email FormatsExamplePercentage
FLast@bernicke.comJDoe@bernicke.com
86%
First@bernicke.comJohn@bernicke.com
9%
FirstLast@bernicke.comJohnDoe@bernicke.com
5%

Frequently Asked Questions

Where is Bernicke Wealth Management's headquarters located?

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Bernicke Wealth Management's main headquarters is located at 1565 Bluestem Boulevard Altoona, Wisconsin 54720 United States. The company has employees across 1 continents, including North America.

What is Bernicke Wealth Management's NAICS code?

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Bernicke Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Bernicke Wealth Management have currently?

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As of May 2026, Bernicke Wealth Management has approximately 26 employees across 1 continents, including North America. Key team members include Chief Investment Officer: S. L.President: T. B.Owner: B. B.. Explore Bernicke Wealth Management's employee directory with LeadIQ.

What industry does Bernicke Wealth Management belong to?

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Bernicke Wealth Management operates in the Financial Services industry.

What technology does Bernicke Wealth Management use?

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Bernicke Wealth Management's tech stack includes Google AdsFacebook PixelMySQLWebpackOWL CarouseljQueryUPSAdobe Fonts.

What is Bernicke Wealth Management's email format?

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Bernicke Wealth Management's email format typically follows the pattern of FLast@bernicke.com. Find more Bernicke Wealth Management email formats with LeadIQ.

When was Bernicke Wealth Management founded?

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Bernicke Wealth Management was founded in 1985.

Bernicke Wealth Management

Financial ServicesWisconsin, United States11-50 Employees

Bernicke Wealth Management is an independent financial services firm based in Altoona, Wisconsin, that serves pre-retirees and business owners. As a fiduciary practice, the firm is legally obligated to act in the clients' best interests and does not rely on proprietary products, instead recommending solutions aligned with individual goals. Its offerings span investment management, retirement planning, tax minimization strategies, and estate planning, delivered through a collaborative team that includes CERTIFIED FINANCIAL PLANNER™ professionals and tax planning experts.

Operating as a Registered Investment Advisor, Bernicke Wealth Management maintains independence while coordinating with Private Client Services for securities transactions. In January 2026, the firm expanded with a new office in De Pere, Wisconsin, extending its regional presence; it was recognized as a Top RIA Firm for 2023 by Forbes.

Section iconCompany Overview

Headquarters
1565 Bluestem Boulevard Altoona, Wisconsin 54720 United States
NAICS Code
52 - Finance and Insurance
Founded
1985
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Bernicke Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Bernicke Wealth Management's revenue is estimated to be in the range of $10M$25M

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