Emily Michelle Tarletsky

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

• 09/2020 → Present
  Pi Wealth Management
  Greenwood Village, CO
• 03/2024 → Present
  Lpl Financial Llc
  Greenwood Village, CO
• 09/2018 → 06/2020
  Crohn's & Colitis Foundation
  Denver, CO
• 09/2011 → 09/2018
  Arapahoe Library District
  Centennial, CO

Other Businesses

1) 02/2024 - pi Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 6 Hr During Trading 2) 02/2024 - Notary / Not Investment Related / Greenwood Village, CO / Start date 07/22/2021 - 1 % Time Spent

Exams

• S66 Uniform Combined State Law Examination
  2024-07-18