Bernicke Wealth Management

Daniel Estenson is a CFP® with 13 years of industry experience currently working at Bernicke Wealth Management. His career includes roles at Great Valley Advisor Group, LPL Financial, and Triad Advisors. Outside of his advisory work, he serves as a board member and volunteer archery instructor for Chippewa Bowhunters, Inc., a nonprofit archery club. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset allocation strategy supplemented by an AI-driven quantitative model and serves a diverse client base that includes institutional entities and retirement plans.

William Peterson is a financial advisor at Bernicke Wealth Management with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and the University of Wisconsin Eau Claire. Peterson also serves as a notary public in the state of Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, retirement-plan advisory services, and consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a macroeconomic, top-down asset allocation strategy supported by an AI-driven quantitative model and manages approximately $887 million in discretionary assets.

Kristie Weber is a financial advisor at Bernicke Wealth Management with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms including LPL Financial and Triad Advisors. At Bernicke Wealth Management, she coordinates ongoing training and employee work responsibilities. Bernicke Wealth Management provides discretionary investment management, financial planning, retirement-plan advisory services, and consulting to a wide range of clients including individuals, high-net-worth clients, foundations, and institutional entities. The firm employs a macroeconomic, top-down asset allocation approach supplemented by an AI-driven quantitative model, managing approximately $887 million in discretionary assets.

Haley Turk is a financial advisor at Bernicke Wealth Management with one year of industry experience. She holds a Series 66 designation and has previous experience at LPL Financial and Private Client Services. Outside of advising, she is a notary public in Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and institutional clients. The firm uses a macroeconomic, top-down asset allocation approach combined with an AI-driven quantitative model to construct and manage diversified portfolios.

Steven Latham is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with Bernicke Wealth Management and has previously worked at firms including Great Valley Advisor Group, LPL Financial, Ameriprise Financial Services, and RBC Capital Markets. Outside of his advisory role, Latham serves as president of the board for the Eau Claire Golf and Country Club and is a board member of the Children’s Museum of Eau Claire. Bernicke Wealth Management provides discretionary investment management, financial planning, retirement-plan advisory services, and consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation strategy supplemented by AI-driven quantitative models and manages approximately $887 million in discretionary assets.

Lindsey Hendrickson is a financial advisor at Bernicke Wealth Management with nine years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Triad Advisors. Lindsey is based in Altoona, Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm utilizes a macroeconomic, top-down asset allocation approach supplemented by an AI-driven quantitative model and serves a diverse range of institutional and individual clients.

Mitchell Van Den Meerendonk is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Bernicke Wealth Management, where he has worked since 2025, following prior roles at Great Valley Advisor Group Inc and LPL Financial. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, foundations, trusts, and corporations. The firm uses a macroeconomic, top-down asset allocation approach supplemented by an AI-driven quantitative model to guide portfolio construction.

Tasha Strand is a financial advisor at Bernicke Wealth Management with a Series 66 designation and four years of industry experience. She has worked at Bernicke Wealth Management since 2021 and previously at LPL Financial, LLC. Outside of advisory work, she is a commissioned notary public in Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, retirement-plan advisory services, and consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a macroeconomic, top-down asset-allocation approach supported by an AI-driven quantitative model and serves a diverse client base including institutional and retirement plan clients.

Annasia Ford Mc Collum is a financial advisor at Bernicke Wealth Management with three years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Northwestern Mutual, Mapei Corporation, and Alcolock, Inc. In addition to her advisory role, she is a licensed Notary Public in the state of Minnesota. Bernicke Wealth Management provides discretionary investment management, financial planning, retirement-plan advisory services, and consulting to a diverse client base including individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation approach supplemented by an AI-driven quantitative model, and manages approximately $887 million in discretionary assets.

Ty Bernicke is a CFP® professional with 28 years of experience in financial advising. He is currently with Bernicke Wealth Management, where he has worked for over ten years, and previously held roles at Great Valley Advisor Group, LPL Financial, and Triad Advisors. Outside of advising, he owns a tax preparation and accounting business. Bernicke Wealth Management serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations by providing discretionary investment management, financial planning, retirement-plan advisory services, and consulting. The firm uses a macroeconomic, top-down asset-allocation approach supplemented by an AI-driven quantitative model, managing approximately $887 million in discretionary assets.

Katherine Aubart is a financial advisor with Bernicke Wealth Management in Altoona, WI, holding a Series 66 designation and six years of industry experience. She has worked with Great Valley Advisor Group, LPL Financial, Monat, and Triad Advisors. Aubart is also a commissioned Notary Public. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation approach supplemented by AI-driven quantitative analysis and serves a broad range of institutional and individual clients.