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Bernicke Wealth Management, Ltd.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P 600 Small Cap Value ETF $1,309,000

    Assets

    Assets

    Last updated on June 28, 2019
      • $268.7M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $170.2K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    8

    name start date
    Susan Kay Severson
    August 2014
    Scott Thomas Thom
    May 2018
    Brandon Richard Bishop
    June 2018
    Ty Alan Bernicke
    October 2012
    Lindsey Marie Hendrickson
    June 2018

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Ty Alan Bernicke Chief Executive Officer October, 2012 75% or more
      Karlyn Renee Etheridge Chief Compliance Officer October, 2012 less than 5%
      Michael Gregory Brahmer Chief Operations Officer October, 2012 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees