Tasha Strand has been an investment adviser representative at Bernicke Wealth Management since November 2025, and is not listed among the firm’s executive officers or direct owners.
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.
Tasha Strand’s longest registration was 3 years at Great Valley Advisor Group, LLC (2022–2025). Before joining Bernicke Wealth Management in 2025, Tasha Strand was registered through Great Valley Advisor Group, LLC.
- Bernicke Wealth ManagementCurrent– present · under a yearAltoona, WI · Adviser representative · Firm CRD 335431
- Great Valley Advisor Group, LLC– · 3 yearsAltoona, WI · Adviser representative · Firm CRD 123913
Investment adviser representative registrations
Tasha Strand is registered as an investment adviser representative in Wisconsin, since November 2025.
- WisconsinSince 20 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 2 April 2025 |
| Series 66 | Uniform Combined State Law Examination | 6 May 2022 |
| Series 7TO | General Securities Representative Examination | 19 February 2022 |
| SIE | Securities Industry Essentials Examination | 6 August 2021 |
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7371083
- Firm
- Bernicke Wealth Management · CRD 335431
- Office
- 1565 BLUESTEM BLVD., Altoona, WI 54720
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Tasha Strand work?
Tasha Strand is an investment adviser representative registered through Bernicke Wealth Management, LTD. since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Tasha Strand a financial advisor?
Yes. Tasha Strand has a current investment-adviser registration in Wisconsin, through Bernicke Wealth Management since November 2025.
How many years of experience does Tasha Strand have?
Tasha Strand has 4 years in the financial industry, since February 2022, across 2 adviser firms.
What exams has Tasha Strand passed?
Tasha Strand has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 24. The earliest, the SIE, was passed in August 2021.
Where did Tasha Strand work before Bernicke Wealth Management?
Before Bernicke Wealth Management, Tasha Strand was registered through Great Valley Advisor Group, LLC, May 2022 to October 2025.
Where is Tasha Strand based?
Tasha Strand’s registered office is in Altoona, WI.
Is Tasha Strand registered with FINRA?
Yes. Tasha Strand has a current broker registration, under CRD 7371083.
Source: FINRA BrokerCheck
How can I verify Tasha Strand’s record?
Search CRD 7371083 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Tasha Strand’s full registration record.
