Daniel Estenson has been an investment adviser representative at Bernicke Wealth Management since April 2025, and is not listed among the firm’s executive officers or direct owners. Daniel Estenson holds a Bachelor's degree in Accounting from the University of Wisconsin-Eau Claire. Daniel Estenson studied at the College for Financial Planning.
Bernicke Wealth Management, LTD. is an Altoona, WI firm with $887M under management, 868 clients and 6 advisers across 4 offices, as of its May 2026 filing.
Dan Estenson is Lead Wealth Manager at Bernicke Wealth Management. He started his career doing accounting and tax work before joining Bernicke as a paraplanner and growing into his current role. His client work covers tax strategy, Social Security timing, health insurance coverage before Medicare, estate planning and income management.
Daniel Estenson’s longest registration was 6 years at Bernicke Wealth Management, LTD. (2014–2020). Before joining Bernicke Wealth Management in 2025, Daniel Estenson was registered through Great Valley Advisor Group, Inc. and Bernicke Wealth Management, LTD.
- Bernicke Wealth ManagementCurrent– present · 1 yearAltoona, WI · Adviser representative · Firm CRD 335431
- Great Valley Advisor Group, Inc.– · 4 yearsAltoona, WI · Adviser representative · Firm CRD 123913
- Bernicke Wealth Management, LTD.– · 6 yearsAltoona, WI · Adviser representative · Firm CRD 164892
Professional designations
Listed by Bernicke Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Daniel Estenson is registered as an investment adviser representative in Wisconsin, since April 2025.
- WisconsinSince 28 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 May 2013 |
| Series 7 | General Securities Representative Examination | 11 March 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Vernon Estenson
- CRD
- 6108325
- Firm
- Bernicke Wealth Management · CRD 335431
- Office
- 1565 BLUESTEM BLVD., Altoona, WI 54720
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2013
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bernicke.com
Where does Daniel Estenson work?
Daniel Estenson is an investment adviser representative registered through Bernicke Wealth Management, LTD. since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Estenson a financial advisor?
Yes. Daniel Estenson has a current investment-adviser registration in Wisconsin, through Bernicke Wealth Management since April 2025.
How many years of experience does Daniel Estenson have?
Daniel Estenson has 13 years in the financial industry, since March 2013, across 3 adviser firms.
What exams has Daniel Estenson passed?
Daniel Estenson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2013. FINRA credited Daniel Estenson with the SIE, which began in October 2018.
Where did Daniel Estenson work before Bernicke Wealth Management?
Before Bernicke Wealth Management, Daniel Estenson was registered through Great Valley Advisor Group, Inc., June 2020 to April 2025; Bernicke Wealth Management, LTD. (CRD 164892), August 2014 to August 2020.
Where is Daniel Estenson based?
Daniel Estenson’s registered office is in Altoona, WI.
Is Daniel Estenson registered with FINRA?
Yes. Daniel Estenson has a current broker registration, under CRD 6108325.
Source: FINRA BrokerCheck
Is Daniel Estenson a CFP?
Bernicke Wealth Management lists Daniel Estenson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Daniel Estenson’s record?
Search CRD 6108325 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Estenson’s full registration record.
