Daniel Vernon Estenson
Investment adviser representative at Bernicke Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$887.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Private Client ServicesApr 2025 to now
- Bernicke Wealth Management, LtdJun 2016 to now
- Great Valley Advisor Group, Inc.Jun 2020 to Apr 2025
- LPL Financial LLCJun 2020 to Apr 2025
- Triad Advisors, LLCJan 2018 to Jun 2020
- Triad Advisors, Inc.Jun 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (WI).
Bernicke Wealth Management
Legal name: Bernicke Wealth Management, Ltd.
$887.4MAssets managed
868Clients
12Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6108325
- Firm CRD
- 335431