Zachary William Pias

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

• 01/2024 → Present
  Lpl Financial Llc
  Maple Grove, MN
• 08/2015 → 05/2019
  Saint John's University
  Collegeville, MN
• 05/2017 → 08/2017
  Aerotek
  Eden Prairie, MN
• 05/2018 → 08/2018
  Northmarq Capital
  Bloomington, MN
• 06/2019 → 08/2020
  Hitachi Capital America Vendor Services
  Edina, MN
• 08/2020 → 10/2021
  Hitachi Capital America Vendor Services
  Edina, MN
• 10/2021 → 01/2024
  Mitsubishi Hc Capital America, Inc.
  Edina, MN

Other Businesses

1) 04/21/2024 - Pias Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-24