Evelyn Zuk
Investment adviser representative at Destination Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Destination Wealth ManagementAug 2025 to now
- Osaic Wealth, Inc.Jan 2025 to Feb 2025
- Lincoln Financial Advisors CorporationJun 2024 to Jan 2025
- Northwestern Mutual Wealth Management CompanyOct 2023 to Jun 2024
- Northwestern Mutual Investment Services LLCJul 2023 to Jun 2024
- Northwestern Mutual Life Insurance CompanyApr 2023 to Jun 2024
- FynancOct 2021 to Mar 2023
- Prime AccountingApr 2017 to Jul 2025
- Dicicco Gulman and CompanyOct 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Destination Wealth Management
$4.9BAssets managed
2,299Clients
37Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7713280
- Firm CRD
- 110365