Adviser and broker representative · Bernicke Wealth Management
Haley A. Turk
CRD 7830052 · Altoona, WI
At a glance
Haley A. Turk is an investment adviser representative with Bernicke Wealth Management in Altoona, WI, according to the SEC’s Investment Adviser Public Disclosure records. Haley is also registered as a broker representative.
Current advisory firm
- Bernicke Wealth ManagementSince November 2025Altoona, WI · $887M in regulatory assets
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Haley’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.