Wendy Turk has been Member of LLC of The Wealthgarden F.S. since August 2023, is a control person of the firm and directly owns between 25% and 50% of it. Wendy Turk holds a Bachelor of Science in Biology from the University of California, Los Angeles and a Certificate in Personal Financial Planning from the University of California, Los Angeles.
The Wealthgarden F.S. LLC is an El Segundo, CA firm with $228M under management, 236 clients and 4 advisers across 5 offices, as of its March 2026 filing.
Wendy Turk is Partner and Wealth Management Advisor of WealthGarden Financial Services. Turk has over 15 years' experience in financial planning and earlier did DNA research for a biotech company. Turk created Money & Me, a children's education program that teaches financial literacy, and has an ongoing podcast, Money Talks.
Wendy Turk’s longest registration was 11 years at Gerber Kawasaki Wealth & Investment Management (2012–2023). Before joining The Wealthgarden F.S. in 2023, Wendy Turk was registered through Gerber Kawasaki Wealth & Investment Management.
- Gerber Kawasaki Wealth & Investment Management– · 11 yearsSanta Monica, CA · Adviser representative · Firm CRD 153649
Investment adviser representative registrations
Wendy Turk is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in September 2023.
- CaliforniaSince 1 September 2023
- TexasResidentSince 1 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 21 March 2024 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 21 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 10 February 2012 |
| Series 7 | General Securities Representative Examination | 5 January 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 January 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 January 2011 |
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Wendy Wan Turk
- CRD
- 5880914
- Firm
- The Wealthgarden F.S. · CRD 311927
- Role
- Member of LLC
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thewealthgardenfs.com
Where does Wendy Turk work?
Wendy Turk has been Member of LLC of The Wealthgarden F.S. LLC since August 2023, and is a control person of the firm.
Is Wendy Turk a financial advisor?
Yes. Wendy Turk has a current investment-adviser registration in California and Texas, through The Wealthgarden F.S. since September 2023.
How many years of experience does Wendy Turk have?
Wendy Turk has 15 years in the financial industry, since January 2011, across 2 adviser firms.
What exams has Wendy Turk passed?
Wendy Turk has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 65, Series 7TO and Series 6TO. The earliest, the Series 6, was passed in January 2011. FINRA credited Wendy Turk with the SIE, which began in October 2018.
Where did Wendy Turk work before The Wealthgarden F.S.?
Before The Wealthgarden F.S., Wendy Turk was registered through Gerber Kawasaki Wealth & Investment Management, February 2012 to September 2023.
Is Wendy Turk registered with FINRA?
No. Wendy Turk has no current broker registration.
How can I verify Wendy Turk’s record?
Search CRD 5880914 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wendy Turk’s full registration record.
