DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 | Apr 28, 2025 | n/a | yes | ALTOONA, WI | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 12, 2022 | Oct 10, 2022 | no | ALTOONA, WI|MINNETONKA, MN | Previous registration |
| GREAT VALLEY ADVISOR GROUP, LLC | Independent wealth | Apr 6, 2022 | Apr 28, 2025 | no | Altoona, WI|BERWYN, PA|Woodbury, MN|Minnetonka, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, LLC | LPL FINANCIAL LLC | Apr 28, 2025 | Jul 12, 2022 | -1,021 | Firm change after gap | RIA to RIA |
| LPL FINANCIAL LLC | BERNICKE WEALTH MANAGEMENT | Oct 10, 2022 | Apr 28, 2025 | 931 | Firm change after gap | RIA to new firm |