Brody Bernicke
Investment adviser representative at Bernicke Wealth Management
11 yearsExperience
1 stateRegistered in
$887.4MFirm assets
1 yearFirm in business
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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
11 years in the industry.
- Private Client ServicesApr 2026 to now
- Bernicke Wealth ManagementMar 2022 to now
- Private Client ServicesApr 2025 to Mar 2026
- Marquette UniversityAug 2022 to Dec 2025
- Army NavyJul 2020 to Jul 2022
- N/aSep 2019 to Jul 2020
- Florian GardensJun 2019 to Aug 2019
- Memorial High SchoolSep 2018 to May 2022
- N/aSep 2015 to May 2019
- South Middle SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7515411
- Firm CRD
- 335431