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Tasha Strand

BERNICKE WEALTH MANAGEMENT
ALTOONA, WI 54720
CRD#: 7371083
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TS
Tasha StrandBERNICKE WEALTH MANAGEMENT

Professional summary

Tasha Strand is a registered financial advisor currently at BERNICKE WEALTH MANAGEMENT located in Altoona, Wisconsin and PRIVATE CLIENT SERVICES, LLC located in Altoona, Wisconsin.

Tasha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Tasha has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tasha Strand's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 20, 2025 - Present

BERNICKE WEALTH MANAGEMENT

Office #1: 1565 Bluestem Blvd., Altoona, WI 54720
RIA
CRD#: 335431
ALTOONA, WI
Current

April 28, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 1565 Bluestem Blvd, Altoona, WI 54720
RIA
BD
CRD#: 120222
Altoona, WI
Past

May 9, 2022 - October 9, 2025

GREAT VALLEY ADVISOR GROUP, LLC

RIA
CRD#: 123913
Altoona, WI
Past

February 19, 2022 - May 5, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
ALTOONA, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BERNICKE WEALTH MANAGEMENT
BERNICKE WEALTH MANAGEMENT | BERNICKE WEALTH MANAGEMENT, LTD.

CRD#: 335431 / SEC#: 801-132485

RIA
Registered Investment Advisory firm - (4/21/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Wisconsin
(4/28/2025)
IAR
Wisconsin
(11/20/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/6/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/19/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/6/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/2/2025
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BW
BERNICKE WEALTH MANAGEMENT
BERNICKE WEALTH MANAGEMENT | BERNICKE WEALTH MANAGEMENT, LTD.

CRD#: 335431 / SEC#: 801-132485

RIA
Registered Investment Advisory firm - (4/21/2025 Approved)
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Contact information

Main Address
1565 Bluestem Blvd., Altoona, WI 54720
Mailing Address
Phone number
(715) 832-1173
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (8/14/2025)

Regulatory assets under management

Total Number of Accounts2,530
AUM (Assets Under Management)$ 801,699,673

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BERNICKE WEALTH MANAGEMENT

CRD#: 335431Altoona, WI 54720

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