Ty is the leading wealth manager for the Ty Bernicke team, and works with successful families, business owners, and foundations. Ty currently works with a limited number of clients that require wealth and/or investment management services. Mr. Bernicke is a Registered Principal with Triad Advisors, Inc., a graduate of the College of Financial Planning, a CERTIFIED FINANCIAL PLANNER™, and has a degree in finance from the University of Wisconsin-Eau Claire. His research on investment management, retirement planning, and tax minimization strategies have been recognized by The Wall Street Journal, Forbes, the New York Times, Futures magazine, and many other well-known national and international publications. Mr. Bernicke has also been recognized by Registered Rep magazine as one of America’s Top 100 Independent Financial Advisors in 2007*. Ty is also a contributing author to Forbes "Expert View". Ty Bernicke and Bernicke & Associates, Ltd. gives back to the community and environment through numerous charitable endeavors. Ty spends his free time with his wife, two daughters, and one son. He also likes to fish, golf, and exercise.…show more
Calvin R O'harrow is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, which primarily works with Individuals and High Net Worth Individuals. Calvin O'harrow operates out of Green Bay, WI.…show more
William A Pritchard is a financial advisor with Stifel, Nicolaus & Company, Incorporated, which primarily works with Individuals and High Net Worth Individuals. William Pritchard operates out of Lacrosse, WI.…show more
Casey graduated from the University of Minnesota with degrees in Economics and Spanish. His working career began at a national bank where he was manager of consumer lending. In 2003 he moved back to the Milwaukee area to join the family business. Casey is a Certified Investment Management AnalystSM professional. He focuses on: mutual fund and money manager selection, retirement and income planning, corporate retirement plans, and cash and debt management. He lives in Sussex with his wife and two daughters.…show more
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