YM
CFA
YM
CFA

Yuka Marosek

12 Years of Experience
Frisco, TX

Yuka Marosek is a CFA-designated registered investment advisor at Marosek, Yuka, based in Frisco, TX, with 12 years of industry experience. Yuka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Frisco, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Marosek, Yuka
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Lee Financial Group INC.
January 2014 - May 2014 · 4 mos
Integrated Wealth Counsel, LLC
November 2012 - November 2013 · 1 yr
Allianz Global Investors Capital LLC
July 2010 - October 2012 · 2 yrs 3 mos
Nicholas-Applegate Capital Management LLC
January 2008 - January 2011 · 3 yrs
First American Trust
January 2004 - September 2007 · 3 yrs 8 mos
First American Capital Management, INC.
August 2002 - January 2004 · 1 yr 5 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Yuka Marosek - Financial Advisor | TrueAdvisor