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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
39

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  • United States Of America
    39

Bernicke Wealth Management's Leadership

  • Chief Investment Officer at Bernicke Wealth Management
    S. L.
    Chief Investment Officer
    Mobile Phone
  • Director Of Wealth Services at Bernicke Wealth Management
    K. W.
    Director Of Wealth Services
    Mobile Phone
  • Director Of Technology & Marketing at Bernicke Wealth Management
    K. D.
    Director Of Technology & Marketing
    Mobile Phone
  • Wealth Manager at Bernicke Wealth Management
    D. E.
    Wealth Manager
    Mobile Phone
  • Wealth Manager at Bernicke Wealth Management
    D. E.
    Wealth Manager
    Mobile Phone
  • Paraplanner at Bernicke Wealth Management
    K. A.
    Paraplanner
    Mobile Phone
  • Employee at Bernicke Wealth Management
    M. S.
    Mobile Phone

Bernicke Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Bernicke Wealth Management

Name
Title
Contact
Location
Last Update
  • Chief Investment Officer at Bernicke Wealth Management
    S. L.
    Chief Investment Officer
    Mobile Phone
    Jun 26, 2026
  • Director Of Wealth Services at Bernicke Wealth Management
    K. W.
    Director Of Wealth Services
    Mobile Phone
    Sep 03, 2026
  • Director Of Technology & Marketing at Bernicke Wealth Management
    K. D.
    Director Of Technology & Marketing
    Mobile Phone
    Sep 03, 2026
  • Wealth Manager at Bernicke Wealth Management
    D. E.
    Wealth Manager
    Mobile Phone
    Oct 21, 2024
  • Wealth Manager at Bernicke Wealth Management
    D. E.
    Wealth Manager
    Mobile Phone
    Jun 07, 2026
  • Paraplanner at Bernicke Wealth Management
    K. A.
    Paraplanner
    Mobile Phone
    Jun 24, 2026
  • Employee at Bernicke Wealth Management
    M. S.
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Bernicke Wealth Management known for?

Minus sign iconPlus sign iconBernicke Wealth Management was founded in 1985 and operates in the Financial Services industry. 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 FLast@bernicke.com. 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 30 employees as of August 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 August 2026, Bernicke Wealth Management's key employees include:

  • Chief Investment Officer: S. L.
  • Director Of Wealth Services: K. W.
  • Director Of Technology & Marketing: K. D.
  • Wealth Manager: D. E.
  • Wealth Manager: D. E.

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