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Mitchell Antone Vandenmeerendonk

Investment adviser representative at Bernicke Wealth Management
12 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

12 years in the industry.

  1. Bernicke Wealth ManagementApr 2025 to now
  2. Private Client ServicesApr 2025 to now
  3. Great Valley Advisor Group IncNov 2021 to Apr 2025
  4. LPL Financial, LLCAug 2021 to Apr 2025
  5. University of Wisconsin- WhitewaterMar 2020 to May 2022
  6. Phillips-medisizeMay 2018 to Aug 2021
  7. University of Wisconsin- Eau ClaireSep 2014 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7424492
Firm CRD
335431
Advisor's SEC record (opens in a new tab)
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