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Kristie Lynn Weber

Director Of Wealth Services / CcoBernicke Wealth Management, Ltd.CRD 5181468

About Kristie Lynn Weber

Kristie Lynn Weber is listed as Director Of Wealth Services / Cco at Bernicke Wealth Management, Ltd. in Altoona, WI. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Bernicke Wealth Management, Ltd.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kristie Lynn Weber work?

Kristie Lynn Weber is listed as Director Of Wealth Services / Cco at Bernicke Wealth Management, Ltd. on SEC Form ADV.

How much of Bernicke Wealth Management, Ltd. does Kristie Lynn Weber own?

Form ADV reports a beneficial ownership band of Under 5%.

Bernicke Wealth Management, Ltd.

TitleDirector Of Wealth Services / Cco
OwnershipUnder 5%
Control personNo
Since2025
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