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Advisor at BERNICKE WEALTH MANAGEMENT
ALTOONA, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BERNICKE WEALTH MANAGEMENT | Independent wealth | Nov 20, 2025 | n/a | yes | ALTOONA, WI | Current employment |
| GREAT VALLEY ADVISOR GROUP, LLC | Independent wealth | Jun 20, 2020 | Jan 5, 2026 | no | Altoona, WI|BERWYN, PA | Previous registration |
| BERNICKE WEALTH MANAGEMENT, LTD. | Former SEC adviser | Jun 25, 2018 | Aug 18, 2020 | no | ALTOONA, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, LLC | BERNICKE WEALTH MANAGEMENT | Jan 5, 2026 | Nov 20, 2025 | -46 | Firm change after gap | RIA to RIA |
| BERNICKE WEALTH MANAGEMENT, LTD. | GREAT VALLEY ADVISOR GROUP, LLC | Aug 18, 2020 | Jun 20, 2020 | -59 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164892:123913:WI:2020-08-18 | Aug 18, 2020 | Jun 20, 2020 | ALTOONA, WI | Firm change after gap |