Karina Ludwika Kopaniecka
Investment adviser representative at LPL Financial LLC
9 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Blue Federal Credit UnionNov 2025 to now
- LPL Financial LLCMay 2025 to now
- Cuso Financial Services, LPMar 2025 to May 2025
- Raymond James & Associates, Inc.Jan 2023 to Mar 2025
- LPL Financial LLCSep 2022 to Jan 2023
- Kestra Advisory Services, LLCFeb 2021 to Sep 2022
- Kestra Investment Services, LLCFeb 2021 to Sep 2022
- Cuso Financial Services, LPJun 2019 to Feb 2021
- University Federal Credit UnionJun 2019 to Feb 2021
- UnemployedFeb 2019 to Jun 2019
- Thornburg Investment Management IncDec 2017 to Feb 2019
- WagNov 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5009147
- Firm CRD
- 6413