Bernicke Wealth Management

Daniel Estenson is a CFP® and holds a Series 66 license with 13 years of experience in the financial services industry. He is currently with Bernicke Wealth Management, where he has worked since 2016, including roles at affiliated firms and previously at Great Valley Advisor Group, Inc. and LPL Financial LLC. Outside of his advisory duties, Estenson serves as a board member and volunteer archery instructor for Chippewa Bowhunters, Inc., a nonprofit archery club. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to a broad range of clients including individuals, high-net-worth clients, and various institutional entities. The firm employs a macroeconomic, top-down asset allocation approach complemented by an AI-driven quantitative model, managing approximately $887 million in discretionary assets.

Brody Bernicke is a financial advisor at Bernicke Wealth Management with one year of industry experience. He holds the Series 66 designation and has worked in private client services since 2025. Brody has also been associated with Bernicke Wealth Management since 2022. Bernicke Wealth Management is a wealth management firm serving individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset allocation approach, using a variety of investment vehicles supplemented by an AI-driven quantitative model for security selection.

William Peterson is a CFP® and holds a Series 66 license, currently serving at Bernicke Wealth Management with two years of industry experience. Prior to joining Bernicke Wealth Management, he worked at LPL Financial LLC and held various roles including notary public within Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional entities. The firm employs a macroeconomic, top-down asset-allocation strategy supplemented by an AI-driven quantitative model for security selection, managing approximately $887 million in discretionary assets.

Kristie Weber is a financial advisor at Bernicke Wealth Management with 11 years of industry experience. She holds a Series 66 designation and has worked at several firms including LPL Financial LLC and Triad Advisors. Weber also serves as a Registered Administrator and Wealth Service Director at Bernicke Wealth Management, coordinating training and employee work responsibilities. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation approach supplemented by an AI-driven quantitative model, managing approximately $887 million in discretionary assets.

Haley Turk is a financial advisor at Bernicke Wealth Management with two years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial LLC and Private Client Services. Haley is also a commissioned Notary Public in Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation approach, incorporating quantitative model analysis alongside human review.

Steven Latham is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with Bernicke Wealth Management and has previously worked at firms including Great Valley Advisor Group, LPL Financial, Ameriprise Financial Services, and RBC Capital Markets. Outside of his advisory role, Latham serves as president of the board for the Eau Claire Golf and Country Club and is a board member of the Children’s Museum of Eau Claire. Bernicke Wealth Management provides discretionary investment management, financial planning, retirement-plan advisory services, and consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation strategy supplemented by AI-driven quantitative models and manages approximately $887 million in discretionary assets.

Lindsey Hendrickson is a financial advisor at Bernicke Wealth Management with nine years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Triad Advisors. Lindsey is based in Altoona, Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm utilizes a macroeconomic, top-down asset allocation approach supplemented by an AI-driven quantitative model and serves a diverse range of institutional and individual clients.

Mitchell Van Den Meerendonk is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Bernicke Wealth Management, where he has worked since 2025, following prior roles at Great Valley Advisor Group Inc and LPL Financial. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, foundations, trusts, and corporations. The firm uses a macroeconomic, top-down asset allocation approach supplemented by an AI-driven quantitative model to guide portfolio construction.

Tasha Strand is a financial advisor at Bernicke Wealth Management with a Series 66 designation and four years of industry experience. She has worked at Bernicke Wealth Management since 2021 and previously at LPL Financial, LLC. Outside of advisory work, she is a commissioned notary public in Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, retirement-plan advisory services, and consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a macroeconomic, top-down asset-allocation approach supported by an AI-driven quantitative model and serves a diverse client base including institutional and retirement plan clients.

Annasia Ford Mc Collum is a financial advisor at Bernicke Wealth Management with three years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Northwestern Mutual, and Mapei Corporation. Outside of her advisory role, she is a commissioned Notary Public in the state of Minnesota. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation approach, supplemented by an AI-driven quantitative model, and serves a diverse range of institutional and individual clients.

Ty Bernicke is a CFP® with 28 years of industry experience, currently serving at Bernicke Wealth Management. His background includes roles at Great Valley Advisor Group, LPL Financial, and Triad Advisors. Outside of advising, he owns a tax preparation and accounting business. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional entities. The firm uses a macroeconomic, top-down asset-allocation strategy supplemented by an AI-driven quantitative model and manages portfolios that may include ETFs, bonds, stocks, mutual funds, and alternative investments.

Katherine Aubart is a financial advisor with Bernicke Wealth Management in Altoona, WI, holding a Series 66 designation and six years of industry experience. She has worked with Great Valley Advisor Group, LPL Financial, Monat, and Triad Advisors. Aubart is also a commissioned Notary Public. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation approach supplemented by AI-driven quantitative analysis and serves a broad range of institutional and individual clients.