Stephanie Motzkus-Bakan, financial advisor San Francisco CA
96 score

Stephanie Motzkus-Bakan

CRD Number: 5600223
Current Firm: Yellowbrickroad Financial Advisors, LLC

Stephanie Motzkus-Bakan (CRD# 5600223) is an Investment Advisor Representative working at Yellowbrickroad Financial Advisors, LLC in San Francisco, CA and has over 6 years of experience in the finance industry. Stephanie Motzkus-Bakan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Yellowbrickroad Financial Advisors, LLC San Francisco, CA Jun 2013 - Current 3
Tdameritrade Inc. Corte Madera, CA May 2011 - Jun 2013 2
Royal Alliance Mill Valley, CA Mar 2010 - May 2011 1
Cynthia Nowicki Moore, Cfp Mill Valley, CA Oct 2008 - May 2011 2
Mills College Oakland, CA Sep 2006 - Dec 2008 2
College Of Marin Kentfield, CA Jan 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Stephanie M. Motzkus-Bakan
Phone Number: 415-346-2221
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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