Deanna Joyce 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

• 09/2010 → 10/2024
  Berthel Fisher & Company Financial Services Inc.
  Springfield, OR
• 10/2024 → Present
  Lpl Financial
  Eugene, OR

Previous Registrations

• 2020-01-12 → 2024-10-28
  Berthel, Fisher & Company Financial Services, Inc.
  Eugene, OR

Other Businesses

1) 10/28/2024 - Kevin Czarnecki Advisory Services, Inc / Joint Owner / Business Entity For Tax/Investment Purposes Only / Non Inv Related / Eugene, OR / Start date 07/09/2012 - 160 hrs per month/ 8 hours during trading 2) 10/28/2024 - Czarnecky Advisory Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3) 04/22/2025 - Eugene Marathon - Not Investment Related - Outside/W-2 Employment - Eugene, OR - Start Date 04/26/2025 - 1 Hrs/Mth/ 0 Hrs During Trading. 4) 04/28/2026 - The Czarnecki Family Trust - Rental Property - Real Estate Rental - Trustee/Owner - Bozeman, MT & Bend, OR - Start Date 05/01/2026 - 1 hour per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2020-01-10

Other Names

• Deanna Joyce Dekay