Stephanie Marie Motzkus-Bakan

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2013 → 04/2020
  Yellowbrickroad Financial Advisors, Llc
  San Francisco, CA
• 07/2019 → Present
  Allworth Financial, L.P.
  Larkspur, CA

Previous Registrations

• 2013-07-15 → 2020-04-02
  Yellowbrickroad Financial Advisors, Llc
  Corte Madera, CA
• 2011-06-03 → 2013-06-17
  Td Ameritrade, Inc.
  Corte Madera, CA
• 2011-06-03 → 2013-06-17
  Td Ameritrade Investment Management, Llc
  Corte Madera, CA
• 2010-03-10 → 2011-05-06
  Osaic Wealth, Inc.
  Novato, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-10-26

Designations

• Certified Financial Planner

Other Names

• Stephanie Marie Motzkus