Haley Turk 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.
- Bernicke Wealth ManagementCurrent– present · under a yearAltoona, WI · Adviser representative · Firm CRD 335431
Investment adviser representative registrations
Haley Turk is registered as an investment adviser representative in Wisconsin, since November 2025.
- WisconsinSince 20 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 December 2024 |
| Series 7TO | General Securities Representative Examination | 1 July 2024 |
| SIE | Securities Industry Essentials Examination | 16 February 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Haley Alexis Turk
- CRD
- 7830052
- Firm
- Bernicke Wealth Management · CRD 335431
- Office
- 1565 BLUESTEM BLVD., Altoona, WI 54720
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Haley Turk work?
Haley Turk 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 Haley Turk a financial advisor?
Yes. Haley Turk has a current investment-adviser registration in Wisconsin, through Bernicke Wealth Management since November 2025.
How many years of experience does Haley Turk have?
Haley Turk has 2 years in the financial industry, since June 2024, across 1 adviser firm.
What exams has Haley Turk passed?
Haley Turk has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2024.
Where is Haley Turk based?
Haley Turk’s registered office is in Altoona, WI.
Is Haley Turk registered with FINRA?
Yes. Haley Turk has a current broker registration, under CRD 7830052.
Source: FINRA BrokerCheck
How can I verify Haley Turk’s record?
Search CRD 7830052 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Haley Turk’s full registration record.
