Bernicke Wealth Management, an Altoona, Wisconsin-based hybrid managing $530 million, has switched its broker-dealer and registered investment advisory platforms to LPL Financial.
Bernicke earlier used Triad Advisors, part of Advisor Group, as its broker-dealer and TD Ameritrade as its custodian.
Bernicke will affiliate with LPL through Great Valley Advisor Group, an office of supervisory jurisdiction.
The firm was started two decades ago by Ty Bernicke, the president and senior wealth manager, with his father. The team includes four advisers, as well as paraplanners, tech specialists and client services support staffers.
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
