Karina Ludwika Kopaniecka

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

• 10/2007 → 09/2016
  Morgan Stanley & Co., Incorporated
  New York, NY
• 06/2009 → 09/2016
  Morgan Stanley Smith Barney
  New York, NY
• 12/2017 → 02/2019
  Thornburg Investment Management Inc
  Santa Fe, NM
• 06/2019 → 02/2021
  Cuso Financial Services, Lp
  San Diego, CA
• 06/2019 → 02/2021
  University Federal Credit Union
  Austin, TX
• 02/2019 → 06/2019
  Unemployed
  Austin, TX
• 02/2021 → 09/2022
  Kestra Investment Services, Llc
  Cedar Park, TX
• 02/2021 → 09/2022
  Kestra Advisory Services, Llc
  Cedar Park, TX
• 11/2016 → 11/2017
  Wag
  New York, NY
• 09/2022 → 01/2023
  Lpl Financial Llc
  Cedar Park, TX
• 01/2023 → 03/2025
  Raymond James & Associates, Inc.
  New York, NY
• 03/2025 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Plano, TX
• 11/2025 → Present
  Blue Federal Credit Union
  Plano, TX

Previous Registrations

• 2025-03-03 → 2025-05-15
  Cuso Financial Services, L.P.
  Plano, TX
• 2023-02-14 → 2025-03-04
  Raymond James & Associates, Inc.
  New York, NY
  Dallas, TX
• 2022-09-09 → 2023-02-07
  Lpl Financial Llc
  Cedar Park, TX
  San Diego, CA
  Cedar Park, TX
• 2021-02-12 → 2022-09-09
  Kestra Advisory Services, Llc
  Cedar Park, TX
  Austin, TX
• 2019-06-03 → 2021-02-12
  Cuso Financial Services, L.P.
  Austin, TX
  San Diego, CA
• 2018-01-08 → 2019-02-14
  Thornburg Investment Management Inc
  Santa Fe, NM
• 2009-06-01 → 2016-09-19
  Morgan Stanley
  New York, NY
• 2007-11-08 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY
• 2005-11-16 → 2006-04-10
  Morgan Stanley Dw Inc.
  New York, NY
  New York, NY

Other Businesses

1) 05/15/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name InTouch Investment and Retirement Services - Investment Related - At Reported Business Location(s) - Start Date: 16-MAY-25 - 160 Hrs/Mth - 160 Hrs During Trading. 2) 11/03/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Investments at Blue - Investment Related - At Reported Business Location(s) - Start Date 11/3/2025

Exams

• S66 Uniform Combined State Law Examination
  2005-11-15

Other Names

• Karina Reis
• Karina Kopaniecka
• Karina Reis
• Karina Ludwika Reis
• Karina Ludwika Kopaniecka