Samantha Maryann Pilacinski

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

• 10/2015 → 11/2016
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 04/2025 → 05/2026
  True Vision Mn Llc
  Woodbury, MN
• 04/2017 → 04/2025
  Qbe North America
  Edina, MN
• 12/2016 → 03/2017
  Unemployed
  N/A, MN
• 05/2026 → Present
  Lpl Financial Llc
  Woodbury, MN

Previous Registrations

• 2026-02-19 → 2026-08-20
  True Vision Financial Advisors
  Woodbury, MN

Other Businesses

1. 04/2026 - Teaching - FINRA Approved Retirement Planning - Outside/W-2 Employment - Inv Related - 10 Hour(s)/Month - 0 Hour(s) During Trading - Stillwater, MN, 00000 - OBA Start Date: 10/05/2021 2. 04/2026 - True Vision Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Saint Paul, MN, 55125 - OBA Start Date: 5/4/2026 3. 04/2026 - Community Education - Outside/W-2 Employment - Not Inv Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Albertville, MN, 55301 - OBA Start Date: 04/17/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-19
• S63 Uniform Securities Agent State Law Examination
  2014-10-29

Other Names

• Samantha Pilacinski