Bernicke Wealth Management, Ltd. is an independent, multi-disciplinary financial firm serving the Eau Claire, Wisconsin area and the Twin Cities metro. The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals.
Lindsey Hendrickson
Wealth Manager
Lindsey is a Wealth Manager who strives to provide an individualized and exceptional client experience. Lindsey is passionate about helping clients identify their unique financial goals and aligning them with the resources to achieve those goals through various strategies, including investment management, income planning, and the implementation of tax minimization strategies. When you meet Lindsey, you will appreciate her friendly attitude and attention to detail. While out of the office, Lindsey enjoys traveling, cooking, hiking, and spending time with her family.
Tenner Stoe
Wealth Manager
Tenner is a Wealth Manager who strives to help clients with their financial goals through investment management, financial planning, and tax minimization strategies. Tenner lives in White Bear Lake, Minn. with his wife, Elizabeth, and son Sawyer. Tenner enjoys spending time with his family, golfing, and at a family cabin outside of work.
Mitchell VanDenMeerendonk
Wealth Manager
Mitchell is a Wealth Manager who works to deliver excellent customer service. He strives to provide clients with the best possible experience while they navigate through their financial journey. While out of the office, Mitch enjoys traveling with his wife, playing golf, and spending time with his family.
Dan Estenson
Lead Wealth Manager
Dan is a Lead Wealth Manager who helps clients reach their lifelong goals through retirement income planning, tax minimization strategies, and wealth planning. Dan also helps develop college education funding strategies for our clients, in an effort to reduce the increasing costs of post-secondary education. He lives in Chippewa Falls with his wife, Nicole, and three children. In his free time, Dan enjoys traveling, the outdoors, and spending time with his family.
Steve Latham
Chief Investment Officer
In Steve's role as Chief Investment Officer, he strives to make the financial markets' complexities understandable and approachable for his clients. Investing in an ever-changing world requires a stable and repeatable process that can be implemented alongside a well-thought-out financial plan. Steve's background using stocks, bonds, mutual funds, ETFs, and alternative investments provides his clients with a well-rounded approach towards pursuing their long-term goals. Outside of work, Steve likes to spend his time traveling with his family, playing golf, and trying new restaurants with friends and family.
Ty Bernicke
President, Executive Wealth Manager
Ty Bernicke is the President of Bernicke Wealth Management and serves as an Executive Wealth Manager. Ty currently works with a limited number of clients who require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies has been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications. Ty Bernicke and Bernicke Wealth Management give back to the community and environment through numerous charitable endeavors. Ty spends his free time with his wife, two daughters, and one son. He also likes to fish, golf, and exercise.
General Information |
| Firm Start Year: | 1985 | |
| No. of Employees: | 20-49 | |
| Name of Broker/Dealer: | LPL FINANCIAL LLC |
| States Licensed in: | WI |
| Number of Years with Current Firm: | 27 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Wealth Management, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management, Retirement Planning, 401K Rollovers |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Mutual Funds |
| Can meet clients in the following ways: | Email, Phone, Video Conference, Our Offices |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
FAQs |
Why should I choose you as my financial advisor?Bernicke Wealth Management advisors act in a fiduciary capacity for our clients, which ultimately means we are required by law to put your best interests ahead of our own. |
What are your qualifications? What is your education background?Our team has multiple designations including CFP®, CFA, and MBA. |
How do you charge for your services?Following the complete analysis of your financial situation, we provide specific recommendations to each client along with a comparison illustrating each investors current cost versus the costs that would incur should you choose to move forward with our firm. The fee clients pay is a percentage based on the number of investments we manage. We do not charge separate fees for all the additional services we provide on a comprehensive basis. This fee will vary based on the amount invested, the types of investments recommended, and the scope of services provided. This fee can be as low as .10% or as high as 1.75% but on average is around 1%. |
What services do you provide? What are your specialties?Our team specializes in retirement planning, tax minimization, investment management, and estate planning. |
What services do you offer?The wealth managers at Bernicke Wealth Management act as your personal Chief Financial Officer, working with you to build and grow your financial future. One of our goals at Bernicke Wealth Management is to provide you with financial education throughout the process of working with us, starting before you even become a client. Our team of experienced specialists will help coordinate your retirement planning, tax minimization, investment management, and estate planning goals. The initial consultation is an exploratory meeting to collect goals, financial information, and to decide whether we mutually would like to pursue additional planning opportunities. Additional plan design meetings are used to identify an individuals financial strengths, weaknesses, and opportunities. Stress testing financial assets against ones goals, providing specific recommendations, and comparing ones uniquely developed investment plan also occurs at these meetings. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
 |
 |
 |
 |
