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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Evelyn Zuk

Advisor at DESTINATION WEALTH MANAGEMENT

WALNUT CREEK, CA

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Search this name across graphsid dfx:ria:1861b48a-419b-2d8a-5aea-006a9e5b9b96

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 20, 2023 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DESTINATION WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 25, 2023
First registration: Sep 20, 2023
Dual registered: no
Other names: Evelyn Zuk|Evelyn Lukianuk
IAPD individual key: 7713280

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DESTINATION WEALTH MANAGEMENT	Independent wealth	Aug 5, 2025	n/a	yes	WALNUT CREEK, CA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 24, 2025	Feb 13, 2025	no	GLASTONBURY, CT	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jun 14, 2024	Jan 24, 2025	no	GLASTONBURY, CT	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Sep 20, 2023	Mar 26, 2024	no	Hartford, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	DESTINATION WEALTH MANAGEMENT	Feb 13, 2025	Aug 5, 2025	173	Firm change	Ibd to RIA
OSAIC FA, INC.	OSAIC WEALTH, INC.	Jan 24, 2025	Jan 24, 2025	0	Bulk transfer	Ibd to ibd
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	OSAIC FA, INC.	Mar 26, 2024	Jun 14, 2024	80	Firm change	Other

Relationships

Registered with (4)

→ DESTINATION WEALTH MANAGEMENTRegistered adviserregistration: current employment
Aug 5, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jan 24, 2025 to Feb 13, 2025factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jun 14, 2024 to Jan 24, 2025factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Sep 20, 2023 to Mar 26, 2024factForm ADV

Dated events

Occurred
Feb 13, 2025
Advisor changed firm
Evelyn Zuk left Osaic Wealth, Inc. for Destination Wealth Management (registered 2025-08-05)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2024
Advisor changed firm
Evelyn Zuk left Northwestern Mutual Investment Services,Llc for Osaic Fa, Inc. (registered 2024-06-14)
Form ADVobserved 4 days ago