Ty
Bernicke

Great Valley Advisor Group, Inc

CRD#2936490
Investment Advisor
in Wilmington, DE

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About this Advisor

Ty Bernicke is a financial advisor based in Wilmington, Delaware, working with Great Valley Advisor Group, Inc. Ty has previously held positions at Triad Advisors, Inc, Bernicke & Associates, LTD, Bernicke Wealth Management, LTD, Triad Advisors, LLC, Great Valley Advisor Group, Inc, and Lpl Financial, LLC. Ty has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota, Texas, and Wisconsin. Currently, Ty is part of Great Valley Advisor Group, Inc, which operates out of Wilmington, Delaware. The firm has 72 offices and 175 employees. The firm manages assets totaling $7.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Great Valley Advisor Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1200 Pennsylvania Ave Suite 202
Wilmington, DE 19806

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Great Valley Advisor Group, Inc Brokerage Details

Total Assets Under Management

$7,343,187,109

DE Average: $20,326,190,483
Total Number of Employees

175

DE Average: 53
Total Number of Accounts

24,276

DE Average: 624
Average Account Size

$302,488

DE Average: $32,574,023

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Ty Bernicke Work History

2020 - Present (4 years)

Great Valley Advisor Group, Inc

2020 - Present (4 years)

Lpl Financial, LLC

2016 - Present (8 years)

Bernicke Wealth Management, LTD

2018 - 2020 (2 years)

Triad Advisors, LLC

2016 - 2017 (1 year)

Triad Advisors, Inc

2012 - 2016 (4 years)

Bernicke & Associates, LTD

2012 - 2016 (4 years)

Triad Advisors, Inc

Disclosures

Please visit the SEC profile of Ty Bernicke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Great Valley Advisor Group, Inc

Eric Johnson
Madison, WI
Marc Poulos
Wilmington, DE
Alan Reese
Braintree, MA
James Spinelli
Wilmington, DE
Robert Schmauk
Wilmington, DE
David Guild
Altoona, WI
Sean Buchanan
Doylestown, PA
Jonathan Childs
Wilmington, DE

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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