Ty Bernicke, Barry Bernicke

Adviser/team AUM: $250,000,000

Gross annual production/TTM: $2,800,000

Move Details

Firm leaving Raymond James
Firm joining Triad Advisors
Adviser(s) location

Eau Claire, WI

Date October 15, 2012

Latest Moves to Triad Advisors

Adviser(s) Date announced
John Paxton, Daniel F. Murphy, Christopher Farver, Aaron GibbsAugust 03, 2017
Brad Levin, David TracyMarch 16, 2017
Vincent MorrisFebruary 23, 2017

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

Featured video

Events

Cybersecurity threats advisers are seeing right now

The key threats advisers are seeing right now seem to change daily. Michelle Thetford of Schwab Advisor Services explains how to protect yourself and your clients.

Latest news & opinion

Eduardo Repetto to leave Dimensional Fund Advisors

Gerald O'Reilly, currently co-CIO, will take over as co-CEO with David Butler.

Alternative strategies boomed after crisis, but haven't been tested

Because the S&P 500 has outperformed, convincing clients they need protection is a hard sell.

7 ways advisers fixed clients' biggest financial dilemmas

Sometimes it takes creativity, along with knowledge and outside help, to get a client out of a jam.

LPL Financial buys NPH, a broker-dealer network with 3,200 advisers

The deal, part of which is based on the advisers and revenue that eventually will move from NPH, could potentially cost LPL $448 million.

3 things advisers should make sure their clients' children take to college

Advisers can help clients avoid scary and painful situations with kids age 18 and older.