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Stephanie Marie Motzkus-bakan

Allworth Financial, LP

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About Stephanie Marie Motzkus-bakan

Stephanie Motzkus-bakan is a financial advisor with Allworth Financial, LP in Folsom, California. Stephanie holds the Series 7 and Series 66 licenses, and is a Certified Financial Planner. She has been in the industry since 2009. Stephanie has previous experience with TD Ameritrade, Inc., Royal Alliance Associates, Inc., and Protected Investors of America. Stephanie provides financial planning, portfolio management, and pension consulting to individuals, businesses, and non-profit organizations.

Firm Information

Stephanie Motzkus-bakan is currently registered with Allworth Financial, LP. Allworth Financial, LP is an investment advisory firm based in Folsom, CA. The firm offers a range of financial planning and portfolio management services to individuals, businesses, and retirement plans. Allworth Financial, LP manages over $19 billion in assets for clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Allworth Financial, LP

340 PALLADIO PKWY.

FOLSOM, CA 95630

$19.31B

Assets Under Management

Not reported

Total Clients

231

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephanie Motzkus-bakan’s Registration & Firm History

CA

07/18/2019 - Present

Allworth Financial, LP (FOLSOM CA)

CA

06/03/2011 - 06/17/2013

TD AMERITRADE, INC. (CORTE MADERA CA)

CA

03/09/2010 - 05/06/2011

ROYAL ALLIANCE ASSOCIATES, INC. (MILL VALLEY CA)

CA

06/09/2009 - 02/18/2010

PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 10/26/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Marie Motzkus-bakan.
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