Kevin Lee Czarnecki

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 10/2024
  Berthel Fisher & Company Financial Services, Inc
  Eugene, OR
• 10/2024 → Present
  Lpl Financial
  Eugene, OR

Previous Registrations

• 2008-09-16 → 2024-10-28
  Berthel, Fisher & Company Financial Services, Inc.
  Eugene, OR
• 2003-08-12 → 2008-09-16
  Lpl Financial Llc
  Fair Oaks, CA
  Sacramento, CA
• 2002-10-24 → 2003-09-10
  E*Trade Advisory Services, Inc.
  Rancho Cordova, CA

Other Businesses

1- 10/28/2024 - Czarnecki Advisory Services / DBA for LPL Business (entity for LPL business) / INV RLTD / At Reported Business Location(s) - START 09/13/2019 2- 10/28/2024 - Kevin Czarnecki Advisory Services, Inc / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / START 07/09/2012 3- 02/04/2025 - 341 MAIN STREET, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Home Based - Start Date 04/06/2011- 0 Hrs/Mth - 0 Hrs During Trading. 4- 03/10/2026 - KDJ&S Holdings LLC - Real Estate Rental - Investment Related - Eugene, OR - Start Date 04/06/2026 - 1 hour per month/ 0 hours during trading 5- 04/28/2026 - The Czarnecki Family Trust- Real Estate Rentals- Real Estate Rental -Investment Related - Bozeman, MT & Bend, OR - Start Date 05/01/2026 - 1 hour per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-05
• S63 Uniform Securities Agent State Law Examination
  2001-01-05

Other Names

• Kevin L Czarnecki