Sam Karl Brelje

LPl Financial LLC

CRD 8011921

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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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2025-07-08

MT RA
APPROVED

Since 2025-07-08

Branch Locations

519 2Nd Ave S, Glasgow, MT 59230 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Glasgow	MT	11/2024	Present
Opportunity Bank Of Montana	Helena	MT	04/2022	11/2024
First Community Bank	Glasgow	MT	01/2011	04/2022

11/2024 → Present

Lpl Financial Llc

Glasgow, MT
04/2022 → 11/2024

Opportunity Bank Of Montana

Helena, MT
01/2011 → 04/2022

First Community Bank

Glasgow, MT

Other Businesses

1- 05/2025 / 406 Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / at location / start 11/26/2024

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-12

S66 Uniform Combined State Law Examination

2025-06-12

Other Names

Sam Brelje

View on SEC IAPD

Nearby Firms

Nearby Investors

Bryan Arthur Krumwiede

Keil Bryan Krumwiede

Nearby Offices

EDWARD JONES · GLASGOW, MT

More in Glasgow, MT

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