Katie Aubart's Contact Details

Katie Aubart's Company Details

Bernicke Wealth Management

Altoona, WI, US • 50 - 99 Employees
Financial Services

Independent.Bernicke Wealth Management is an independent, locally-owned firm. Our firm takes a very comprehensive, research-driven approach to investment management, wealth planning, retirement planning, and other strategies related to your financial health.Client FocusedWith each client, we strive to provide education to help you understand the different areas of your financial picture and to help you pursue your financial goals - whatever they may be.Research DrivenTy Bernicke's research on investment management and financial planning has been published or recognized in multiple national publications, including Forbes, The Wall Street Journal, and The New York Times. Ty has also been quoted and interviewed by national media. Appearances include CNN's "In the Money," CNBC's "Squawk Box," and "Morning Call." Our wealth advisers use Ty's ongoing pursuit of financial research to help clients pursue their desired lifestyles while working towards their financial goals.Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through Great Valley Advisory Group, a registered investment advisor. Great Valley Advisory Group and Bernicke Wealth Management are separate entities from LPL Financial.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.