#1Bernicke Wealth Management
BERNICKE WEALTH MANAGEMENT, LTD.
Serves this area from Altoona, WI (23 mi)
Retirement Plan Advisors in Dunn County, WI
The top-ranked retirement plan advisors serving Dunn County, WI are Bernicke Wealth Management, Orgel Wealth Management, LLC and Portfolio Design Services, LLC. We list 3 retirement plan advisors serving Dunn County, WI. 3 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Dunn County, WI. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Dunn County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Bernicke Wealth Management | SEC-registered investment adviser (CRD)#335431 | Altoona, WI (23 mi) | (715) 832-1173 |
| 2 | Orgel Wealth Management, LLC | SEC-registered investment adviser (CRD)#168219 | Altoona, WI (24 mi) | (715) 835-6525 |
| 3 | Portfolio Design Services, LLC | SEC-registered investment adviser (CRD)#131506 | River Falls, WI (36 mi) | (715) 629-9095 |
#2Orgel Wealth Management, LLC
ORGEL WEALTH MANAGEMENT, LLCServes this area from Altoona, WI (24 mi)#3Portfolio Design Services, LLC
PORTFOLIO DESIGN SERVICES, LLCServes this area from River Falls, WI (36 mi)
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Frequently asked questions
How many retirement plan advisors serve Dunn County?
We list 3 retirement plan advisors serving Dunn County, WI: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Dunn County?
The top-ranked retirement plan advisors serving Dunn County, WI are Bernicke Wealth Management, Orgel Wealth Management, LLC and Portfolio Design Services, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Dunn County are verified against official records?
3 of the top 3 match an active official record: Bernicke Wealth Management (U.S. Securities and Exchange Commission), Orgel Wealth Management, LLC (U.S. Securities and Exchange Commission) and Portfolio Design Services, LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Menomonie, Tainter Lake, Colfax, Boyceville, Elk Mound, Knapp, Wheeler, Ridgeland, Downing, Downsville, Rock Falls