Bernicke Wealth Management Revenue
Financial Services • 
Altoona, Wisconsin, United States • 21-50 Employees
Bernicke Wealth Management revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $125,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Key Contacts at Bernicke Wealth Management
Kristie Weber
Director Of Wealth Services
Kolton Dupey
Director Of Technology & Marketing
Paige Logslett
Director Of Operations
Company overview
| Headquarters | 1565 Bluestem Blvd, Altoona, WI 54720, US |
| Phone number | +18668321173 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Founded | 1985 |
| Employees | 21-50 |
| Socials |
Bernicke Wealth Management Email Formats
Bernicke Wealth Management uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@bernicke.com), used 52.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@bernicke.com | 52.6% |
{first initial}{last name} | jdoe@bernicke.com | 42.1% |
{last name}{last name} | doedoe@bernicke.com | 5.3% |
About Bernicke Wealth Management
Bernicke Wealth Management is an independent, multi-disciplinary firm serving the Eau Claire, Wisconsin area and the Twin Cities metro. Our financial advisors provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment management, retirement planning, estate planning, and tax minimization. Fiduciary Standard Working in a fiduciary capacity means we are legally bound to act in the best interest of our clients. As an independent firm, we do not have proprietary products that we recommend. Instead, we recommend solutions that we believe will help you reach your unique goals. Client-Focused The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals. These services are provided in a collaborative effort by our team of professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, tax planning professionals, and our network of niche professionals. Research-Driven Ty Bernicke’s research on investment management and financial planning has been published or recognized in multiple national publications, including Forbes, The Wall Street Journal, and The New York Times. Ty also has been quoted and interviewed by national media. Appearances include CNN‘s In the Money, CNBC‘s Squawk Box, and Morning Call. The use of Ty Bernicke’s research or publication of articles he has written does not indicate an endorsement of his work as an Investment Advisor. The publications did not receive compensation for publishing Mr. Bernicke’s work. Advisory products and services offered by Investment Advisory Representatives through Bernicke Wealth Management, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Bernicke Wealth Management and Private Client Services are unaffiliated entities.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Bernicke Wealth Management has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Bernicke Wealth Management has never raised funding before.
Bernicke Wealth Management Tech Stack
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