What departments does Bernicke Wealth Management have?

Bernicke Wealth Management has employees across 4 departments including Finance, Marketing, Administrative, Operations.

What is the largest department at Bernicke Wealth Management?

The largest department at Bernicke Wealth Management is Finance with 2 employees.

Where are Bernicke Wealth Management employees located globally?

Bernicke Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Bernicke Wealth Management's team size changed over time?

Bernicke Wealth Management's team has decreased from approximately 17 to 16 employees based on available data.

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.

Bernicke Wealth Management Global Highlights

North America
38

United States Of America
38

Bernicke Wealth Management's Leadership

S. L.
Chief Investment Officer
Mobile Phone
Email
T. B.
President
Mobile Phone
Email
B. B.
Owner
Mobile Phone
Email
K. W.
Director Of Wealth Services
Mobile Phone
Email
K. D.
Director Of Technology & Marketing
Mobile Phone
Email
L. H.
Wealth Manager
Mobile Phone
Email
M. V.
Wealth Manager
Mobile Phone
Email
B. P.
Associate Wealth Manager
Mobile Phone
Email

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

M. S.
Mobile Phone
Email
Oct 17, 2024
P. L.
Mobile Phone
Email
UNITED STATES
Sep 05, 2024
R. L.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
R. K.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
W. W.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Bernicke Wealth Management known for?

Bernicke 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?

Bernicke 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?

Bernicke 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?

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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Bernicke Wealth Management Employee Directory

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Bernicke Wealth Management Global Highlights

North America
38

Bernicke Wealth Management's Leadership

Bernicke Wealth Management Employee Metrics

Contact profiles from Bernicke Wealth Management

Frequently Asked Questions

What is Bernicke Wealth Management known for?

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

How many employees does Bernicke Wealth Management have currently?

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

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Bernicke Wealth Management Employee Directory

Find Bernicke Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Bernicke Wealth Management Global Highlights

North America38

Bernicke Wealth Management's Leadership

Bernicke Wealth Management Employee Metrics

Contact profiles from Bernicke Wealth Management

Frequently Asked Questions

What is Bernicke Wealth Management known for?

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

How many employees does Bernicke Wealth Management have currently?

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

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North America
38

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