Kristie Weber has been Director of Wealth Services / CCO of Bernicke Wealth Management since August 2025, is not listed as a control person, but directly owns under 5% of the firm.
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.
Kristie Weber’s longest registration was 5 years at Great Valley Advisor Group, LLC (2020–2026). Before joining Bernicke Wealth Management in 2025, Kristie Weber was registered through Great Valley Advisor Group, LLC and Bernicke Wealth Management, LTD.
- Bernicke Wealth ManagementCurrent– present · under a yearAltoona, WI · Adviser representative · Firm CRD 335431
- Great Valley Advisor Group, LLC– · 5 yearsAltoona, WI · Adviser representative · Firm CRD 123913
- Bernicke Wealth Management, LTD.– · 2 yearsAltoona, WI · Adviser representative · Firm CRD 164892
Investment adviser representative registrations
Kristie Weber is registered as an investment adviser representative in Wisconsin, since November 2025.
- WisconsinSince 20 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 November 2015 |
| Series 7 | General Securities Representative Examination | 8 June 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kristie Lynn Weber
- CRD
- 5181468
- Firm
- Bernicke Wealth Management · CRD 335431
- Role
- Director of Wealth Services / CCO
- Office
- 1565 BLUESTEM BLVD., Altoona, WI 54720
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2015
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kristie Weber work?
Kristie Weber has been Director of Wealth Services / CCO of Bernicke Wealth Management, LTD. since August 2025.
Is Kristie Weber a financial advisor?
Yes. Kristie Weber has a current investment-adviser registration in Wisconsin, through Bernicke Wealth Management since November 2025.
How many years of experience does Kristie Weber have?
Kristie Weber has 11 years in the financial industry, since June 2015, across 3 adviser firms.
What exams has Kristie Weber passed?
Kristie Weber has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2015. FINRA credited Kristie Weber with the SIE, which began in October 2018.
Where did Kristie Weber work before Bernicke Wealth Management?
Before Bernicke Wealth Management, Kristie Weber was registered through Bernicke Wealth Management, LTD. (CRD 164892), June 2018 to August 2020.
Where is Kristie Weber based?
Kristie Weber’s registered office is in Altoona, WI.
Is Kristie Weber registered with FINRA?
Yes. Kristie Weber has a current broker registration, under CRD 5181468.
Source: FINRA BrokerCheck
How can I verify Kristie Weber’s record?
Search CRD 5181468 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kristie Weber’s full registration record.
