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Evelyn Zuk

Destination Wealth Management

Walnut Creek, CA

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Current Employers
Destination Wealth Management

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-05
  • CA RA
    APPROVED
    Since 2025-08-05

Branch Locations

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prime Accounting Glastonbury CT 04/2017 07/2025
Dicicco Gulman And Company Woburn MA 10/2015 03/2017
Fynanc San Jose CA 10/2021 03/2023
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2023 06/2024
Northwestern Mutual Investment Services Llc Hartford CT 07/2023 06/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 10/2023 06/2024
Lincoln Financial Advisors Corporation Glastonbury CT 06/2024 01/2025
Osaic Wealth, Inc. Glastonbury CT 01/2025 02/2025
Destination Wealth Management Walnut Creek CA 08/2025 Present
  • 04/2017 → 07/2025
    Prime Accounting
    Glastonbury, CT
  • 10/2015 → 03/2017
    Dicicco Gulman And Company
    Woburn, MA
  • 10/2021 → 03/2023
    Fynanc
    San Jose, CA
  • 04/2023 → 06/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2023 → 06/2024
    Northwestern Mutual Investment Services Llc
    Hartford, CT
  • 10/2023 → 06/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2024 → 01/2025
    Lincoln Financial Advisors Corporation
    Glastonbury, CT
  • 01/2025 → 02/2025
    Osaic Wealth, Inc.
    Glastonbury, CT
  • 08/2025 → Present
    Destination Wealth Management
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-25
  • S66 Uniform Combined State Law Examination
    2023-08-25
Designations
Other Names
  • Evelyn Zuk
  • Evelyn Lukianuk

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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