Michael David Turk

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2023 → Present
  Focusone Integrated Financial Planning
  Roanoke, VA
• 11/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2012 → 05/2023
  Capital One Financial
  Mclean, VA
• 05/2023 → 11/2023
  Unemployed
  Falls Church, VA

Other Businesses

Co-owner & Vice President, Olde Salem Brewing Co; brewery; Located at 21 E. Main St., Salem VA 24153, as of 3/23/2017; `1% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-19

Other Names

• Michael Turk