Today marked another exciting milestone as we celebrated the Ribbon Cutting of our Minnetonka Office in partnership with the EXCELSIOR LAKE MINNETONKA CHAMBER OF COMMERCE. Thank you to everyone who joined us to celebrate.
Bernicke Wealth Management
Financial Services
Altoona, WI 886 followers
Fiduciary. Research Driven. Team Approach.
About us
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 Focused With 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 Driven Ty 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.
- Website
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https://bit.ly/3ytEmhn
External link for Bernicke Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Altoona, WI
- Type
- Privately Held
- Founded
- 1985
- Specialties
- retirement planning, wealth managmeent, estate planning, investment management, and tax minimization
Locations
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Primary
Get directions
1565 Bluestem Blvd
Altoona, WI 54720, US
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Get directions
1625 Radio Dr
110
Woodbury, Minnesota 55125, US
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Get directions
11100 Wayzata Blvd
540
Minnetonka, Minnesota 55305, US
Employees at Bernicke Wealth Management
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Janelle Patenaude
Passionate marketing and communications professional dedicated to fostering meaningful connections, enhancing workplace enjoyment, and driving…
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Steven Latham, CFA, CFP
Chief Investment Officer at Bernicke Wealth Management
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Lindsey Hendrickson, CFP®
Wealth Manager at Bernicke Wealth Management
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Kristie Weber
Director of Wealth Services at Bernicke Wealth Management, Ltd
Updates
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Is inflation really under control? In this financial market update, President & CEO, Ty Bernicke, CFP®, discusses how inflation is managed and compares current economic conditions to those in the past. He also highlights the importance of being prepared for potential changes in inflation due to government spending decisions.
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Ah yes, jobs data. One of the most important pieces of information an economist can have when gauging the health of the economy. Job creation or destruction is a core source of information to determine if our economy is growing or shrinking. In fact, anyone with a job feels the impact of changes to the jobs market in a very real way as the businesses they work for strive to continue to grow or play defense as the economy changes. Access the blog post from Chief Investment Officer, Steven Latham, CFA, CFP, on what the jobs market tells us about the economy: https://lnkd.in/gs3Zeg9U
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Are rate cuts a sign that the economy is in trouble? Chief Investment Officer, Steven Latham, CFA, CFP, explains when the Federal Reserve cuts interest rates, they're adjusting the overnight rate that banks and businesses charge each other. Typically, rate cuts are a way to stimulate the economy, which could imply that the Fed is anticipating economic challenges ahead. In recent years, the Federal Reserve has kept rates higher than usual to combat inflation. Now that inflation has cooled, the Fed is shifting focus to the second part of its dual mandate: stable employment. We've started to see non-farm payrolls slowing down and unemployment ticking up over the last few months. The Fed, in response, may begin lowering interest rates in the near future in an effort to prevent a further slowdown in employment growth. Learn more from our recent market update: https://lnkd.in/g56jyFiX
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Can fed rate cuts prevent job losses? In this financial market update, Chief Investment Officer, Steven Latham, CFA, CFP, explores the slowing job market and rising unemployment rate, raising questions about potential interest rate cuts by the Federal Reserve. Steve also reveals how wage growth impacts consumer spending and what this could mean for the economy’s future.
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Celebrating Janelle Patenaude on her 2nd Work Anniversary! Her dedication and hard work have truly made a difference here at Bernicke. Keep shining bright and bringing your A-game to the team! 👏 #TeamAppreciation #WorkAnniversary
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Happy 3rd Work Anniversary, Kayla Siebert! 🎉 As an Operations Associate, your dedication and positive attitude make a difference every day. We’re grateful for your ongoing collaboration and support. Here’s to many more years of success!
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