Altoona, WI Office

Daniel Estenson is a CFP® professional with 13 years of industry experience. He is currently with Bernicke Wealth Management in Altoona, WI, where he has worked since 2016, including roles at affiliated firms and prior experience at Great Valley Advisor Group and LPL Financial. Outside of his advisory work, he serves as a board member and volunteer archery instructor for the nonprofit Chippewa Bowhunters, Inc. Bernicke Wealth Management serves individuals, foundations, trusts, corporations, and retirement plan sponsors with discretionary investment management and financial planning services. The firm employs a macroeconomic, top-down approach to asset allocation and offers a broad client mix, including non-liquid alternative investments and institutional relationships.

Brody Bernicke is a financial advisor at Bernicke Wealth Management with one year of industry experience. He holds a Series 66 designation and has worked in private client services since 2025. Bernicke Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and employer retirement plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, using a macroeconomic, top-down approach that incorporates diverse asset classes and alternative investments.

William Peterson is a CFP® with two years of industry experience, currently serving as a financial advisor at Bernicke Wealth Management. Prior to joining Bernicke, he worked at LPL Financial LLC and has held roles related to client services and education. He is also commissioned as a notary public in Wisconsin. Bernicke Wealth Management serves a diverse client base including individuals, foundations, trusts, estates, corporations, and retirement plan sponsors. The firm employs a macroeconomic, top-down investment approach and manages discretionary portfolios using a broad range of asset types, integrating financial planning with quantitative and human-driven analysis.

Kristie Weber is a financial advisor with Bernicke Wealth Management in Altoona, WI, holding a Series 66 credential and 11 years of industry experience. She has worked at Bernicke Wealth Management since 2016, including time with affiliated entities and other firms such as LPL Financial and Triad Advisors. Weber also serves as a Registered Administrator and Wealth Service Director at Bernicke Wealth Management, coordinating training and employee responsibilities. Bernicke Wealth Management serves individuals, foundations, trusts, estates, corporations, and retirement plan sponsors with discretionary investment management, financial planning, and consulting services. The firm employs a macroeconomic, top-down approach to asset allocation, integrating AI-driven quantitative analysis with human due diligence, and offers a diverse product mix including alternatives and plan advisory services.

Haley Turk is a financial advisor with Bernicke Wealth Management in Altoona, Wisconsin. She holds a Series 66 designation and has two years of industry experience. Prior to joining Bernicke Wealth Management, she worked at LPL Financial LLC and Private Client Services. Haley is also a commissioned notary public in Wisconsin. Bernicke Wealth Management serves individuals, foundations, estates, corporations, and retirement plan sponsors, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a macroeconomic, top-down asset allocation approach and utilizes a range of investments including ETFs, bonds, stocks, mutual funds, and alternative investments.

Steven Latham is a Certified Financial Planner® with 17 years of experience in the financial services industry. He is currently with Bernicke Wealth Management and has prior experience at firms including RBC Capital Markets Corporation, Ameriprise Financial Services, Inc., and LPL Financial. Outside of his advisory role, he serves as president of the board for the Eau Claire Golf and Country Club and is a board member for the Children's Museum of Eau Claire. Bernicke Wealth Management provides wealth management and retirement plan advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm employs a macroeconomic, top-down investment approach and integrates financial planning with discretionary portfolio management utilizing a range of traditional and alternative investment products.

Lindsey Hendrickson is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with Bernicke Wealth Management, where she has worked since 2025, after previously holding roles at LPL Financial and Triad Advisors. Lindsey’s background includes extensive work within private client services and wealth management. Bernicke Wealth Management serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and employer retirement plan sponsors. The firm employs a macroeconomic, top-down investment approach, managing discretionary portfolios that include ETFs, bonds, stocks, mutual funds, and select alternative investments. Bernicke also offers integrated financial planning and retirement plan advisory services under ERISA.

Mitchell Van Den Meerendonk is a CFP® and Series 66-licensed advisor at Bernicke Wealth Management with four years of industry experience. His prior experience includes roles at Great Valley Advisor Group Inc and LPL Financial, LLC. Bernicke Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, foundations, trusts, estates, corporations, and employer retirement plan sponsors. The firm employs a macroeconomic, top-down approach to asset allocation, integrating AI-driven quantitative analysis with human review, and serves a diverse client base including institutional and plan sponsor relationships.

Tasha Strand is a financial advisor with Bernicke Wealth Management in Altoona, WI, holding a Series 66 designation and four years of industry experience. Prior to her advisory career, she worked for UnitedHealth Group for ten years and was self-employed as an office cleaner. She is also a commissioned notary public in Wisconsin. Bernicke Wealth Management serves a diverse client base including individuals, high-net-worth clients, foundations, and employer retirement plan sponsors. The firm employs a macroeconomic, top-down approach to discretionary portfolio management, integrating financial planning and utilizing an AI-driven quantitative model alongside human oversight.

Ty Bernicke is a CFP® professional with 28 years of experience in the financial services industry. He is a principal at Bernicke Wealth Management, where he has worked since 2016, and has held prior roles at firms including Great Valley Advisor Group, LPL Financial, and Raymond James Financial. Outside of his advisory work, he owns a tax preparation and accounting business. Bernicke Wealth Management serves individuals, foundations, trusts, estates, corporations, and retirement plan sponsors, offering discretionary investment management and financial planning. The firm employs a macroeconomic, top-down approach to asset allocation, integrating financial planning with quantitative and qualitative security analysis.

Katherine Aubart is a financial advisor at Bernicke Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked at firms including Great Valley Advisor Group and LPL Financial. Outside of her advisory role, she is a commissioned notary public. Bernicke Wealth Management serves individuals, foundations, trusts, estates, corporations, and employer retirement plan sponsors, offering discretionary investment management, financial planning, and consulting services. The firm employs a macroeconomic, top-down approach to asset allocation and integrates financial planning with its advisory work, managing portfolios using a broad range of investment vehicles including ETFs, stocks, bonds, mutual funds, and alternative investments.