Investment adviser representative · Wallick Wealth Management
Kristopher J. Wallick
CRD 5554989 · Perkasie, PA
At a glance
Kristopher J. Wallick is an investment adviser representative with Wallick Wealth Management in Perkasie, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kristopher’s SEC record dates to 2010, about 16 years ago.
Current advisory firm
- Wallick Wealth ManagementSince March 2024Perkasie, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kristopher’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
- 2 firmsLocked
- 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.