Tasha Strand is a registered investment advisor at Bernicke Wealth Management, based in Altoona, WI, with 4 years of industry experience. Tasha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 868 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is 1.75%. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
1565 Bluestem Blvd., Altoona, WI, 54720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tasha is a notary public in Wisconsin, dedicating minimal time to this activity. She also works full-time as a registered investment advisor (RIA) at Bernicke Wealth Management, Ltd.
Employment History
Current Registrations
Bernicke Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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