George A. Tkaczuk

RCM WEALTH ADVISORS

Chicago, IL 60606

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CRD#: 4704688

Professional summary

George A Tkaczuk, who also goes by Jurij Andrew Tkaczuk, Jurij Tkaczuk, is a registered financial advisor currently at RCM WEALTH ADVISORS located in Chicago, Illinois.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. George has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jurij Andrew Tkaczuk | Jurij Tkaczuk

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George A Tkaczuk's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 8, 2011 - Present

RCM WEALTH ADVISORS

Office #1: 318 W Adams St 10th Floor, Chicago, IL 60606

RIA

CRD#: 153641

Chicago, IL

Past

September 27, 2010 - February 24, 2012

OPTIONSXPRESS, INC.

CRD#: 103849

CHICAGO, IL

Past

September 27, 2010 - September 10, 2012

BROKERSXPRESS LLC

CRD#: 127081

CHICAGO, IL

Past

October 15, 2003 - October 6, 2010

MF GLOBAL INC.

CRD#: 6731

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RCM WEALTH ADVISORS

CRD#: 153641 / SEC#: 801-92177

RIA

Registered Investment Advisory firm - (4/20/2015 Approved)

California

Registered Investment Advisory firm - (5/22/2015 Terminated)

Illinois

Registered Investment Advisory firm - (4/22/2015 Terminated)

Indiana

Registered Investment Advisory firm - (4/22/2015 Terminated)

New York

Registered Investment Advisory firm - (4/22/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(4/8/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/1/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/30/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/14/2003

General Securities Representative Examination

Current Firm

RCM WEALTH ADVISORS

CRD#: 153641 / SEC#: 801-92177

RIA

Registered Investment Advisory firm - (4/20/2015 Approved)

California

Registered Investment Advisory firm - (5/22/2015 Terminated)

Illinois

Registered Investment Advisory firm - (4/22/2015 Terminated)

Indiana

Registered Investment Advisory firm - (4/22/2015 Terminated)

New York

Registered Investment Advisory firm - (4/22/2015 Terminated)

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Contact information

Main Address

318 W Adams St 10th Floor, Chicago, IL 60606

Mailing Address

Phone number

(866) 903-1822

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KNOW YOUR OPTIONS INC FIRM DISCLOSURE BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	941
AUM (Assets Under Management)	$ 324,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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George A. Tkaczuk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George A Tkaczuk's CRS (Customer Relationship Summary).

Certified licenses

Experience

RCM WEALTH ADVISORS

OPTIONSXPRESS, INC.

BROKERSXPRESS LLC

MF GLOBAL INC.

Primary Firm SEC Registration

RCM WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2011

Series 63

Date: 10/30/2003

Series 7

Date: 10/14/2003

Current Firm

RCM WEALTH ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RCM WEALTH ADVISORS

TRUST BUT VERIFY

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