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Bernicke Wealth Management Employee Directory

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.

Find Bernicke Wealth Management employees' phone numbers or email addresses

Bernicke Wealth Management Global Highlights

Location
Employees

North America
38

Minus sign iconPlus sign icon
  • United States Of America
    38

Bernicke Wealth Management's Leadership

  • Stylized image of a person
    S. L.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. W.
    Director Of Wealth Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Director Of Technology & Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. H.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. V.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. P.
    Associate Wealth Manager
    Phone icon
    Mobile Phone

Bernicke Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Bernicke Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. B.
    President
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Jun 02, 2026
  • Stylized image of a person
    S. L.
    Chief Investment Officer
    Phone icon
    Mobile Phone
    May 14, 2025
  • Stylized image of a person
    B. B.
    Owner
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    K. W.
    Director Of Wealth Services
    Phone icon
    Mobile Phone
    May 29, 2026
  • Stylized image of a person
    K. D.
    Director Of Technology & Marketing
    Phone icon
    Mobile Phone
    Jun 01, 2026
  • Stylized image of a person
    L. H.
    Wealth Manager
    Phone icon
    Mobile Phone
    Sep 18, 2024
  • Stylized image of a person
    M. V.
    Wealth Manager
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Jan 28, 2026
  • Stylized image of a person
    B. P.
    Associate Wealth Manager
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Apr 23, 2026
  • Stylized image of a person
    A. C.
    Office Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    D. E.
    Wealth Manager
    Phone icon
    Mobile Phone
    May 29, 2026

Frequently Asked Questions

What is Bernicke Wealth Management known for?

Minus sign iconPlus sign iconBernicke Wealth Management was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 1565 Bluestem Boulevard Altoona, Wisconsin 54720 United States. Explore Bernicke Wealth Management's company overview page for more information.

What is Bernicke Wealth Management's most common email format?

Minus sign iconPlus sign iconBernicke Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bernicke Wealth Management email formats with LeadIQ.

How many employees does Bernicke Wealth Management have currently?

Minus sign iconPlus sign iconBernicke Wealth Management has approximately 26 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Bernicke Wealth Management's key employees and leadership?

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As of May 2026, Bernicke Wealth Management's key employees include:

  • Chief Investment Officer: S. L.
  • President: T. B.
  • Owner: B. B.
  • Director Of Wealth Services: K. W.
  • Director Of Technology & Marketing: K. D.

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