BERNICKE WEALTH MANAGEMENT, LTD.
Legal name: BERNICKE WEALTH MANAGEMENT
CRD #335431 SEC #801-132485 ALTOONA, WI 715-832-1173
SEC Registered
Total AUM
$801.7M
Discretionary
$801.7M
Employees
26
Clients
0
Accounts
2,530
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 15, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOGSLETT, PAIGE, ELIZABETH | I | DIRECTOR OF OPERATIONS | NA | |
| LOGSLETT, PAIGE, ELIZABETH | I | DIRECTOR OF OPERATIONS | NA | |
| WEBER, KRISTIE, LYNN | I | DIRECTOR OF WEALTH SERVICES | NA | |
| WEBER, KRISTIE, LYNN | I | DIRECTOR OF WEALTH SERVICES / CCO | NA | |
| BERNICKE, TY, ALAN | I | PRINCIPAL/ CCO | E | Control |
| BERNICKE, TY, ALAN | I | PRINCIPAL/ CCO | E | Control |
| BERNICKE, TY, ALAN | I | PRINCIPAL/ CCO | E | Control |
| BERNICKE, TY, ALAN | I | PRINCIPAL/ CCO | E | Control |
| BERNICKE, TY, ALAN | I | PRINCIPAL/ CCO | E | Control |
| BERNICKE, TY, ALAN | I | PRINCIPAL | E | Control |
Registrations
Federal
IA
Aug 15, 2025 REGISTERED
Notice Filings (5)
AZ FL MN TX WI
Address
1565 BLUESTEM BLVD.ALTOONA, WI 54720
United States
Phone: 715-832-1173