DP
DP

Darin Pilacinski

23 Years of Experience
Woodbury, MN
BrokerSells Insurance

Darin Pilacinski is a registered investment advisor at True Vision Financial Advisors, based in Woodbury, MN, with 23 years of industry experience. Darin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 367 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
367 clients
Average Client Portfolio
$740K average
Assets Under Management
$271.7M

Fee Structure

True Vision Financial Advisors charges an annual fee based on the value of your portfolio, ranging from 0.30% to 1.50%. The specific fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with True Vision. Fees are paid quarterly in advance. The firm may negotiate fees at its discretion.

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Location

7616 Currell Boulevard, Suite 220, Woodbury, MN, 55125

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Darin sells non-variable insurance, dedicating a few hours per week to this activity. He also works as a notary (minimal time) and provides investment advisory services through True Vision Financial Advisors/True Vision MN, LLC (about half their time).

Employment History
Current Registrations
True Vision Financial Advisors
September 2022 - Present · 3 yrs 7 mos
LPL Financial LLC
July 2019 - Present · 6 yrs 9 mos
LPL Financial LLCBroker
July 2019 - Present · 6 yrs 9 mos
Previous Registrations
Gladstone Wealth Partners
February 2019 - October 2022 · 3 yrs 8 mos
Financial Engines Advisors L.L.C.
May 2016 - February 2019 · 2 yrs 9 mos
Financial Engines Advisor Center, LLC
July 2015 - December 2016 · 1 yr 5 mos
The Mutual Fund Store
August 2010 - July 2015 · 4 yrs 11 mos
Mmlisi Financial Alliances, LLCBroker
August 2004 - July 2005 · 11 mos
Worthmark Financial Services, LLCBroker
January 2004 - August 2005 · 1 yr 7 mos
Washington Square Securities, INC.Broker
September 1997 - December 2003 · 6 yrs 3 mos
American Express Financial Advisors INC.Broker
January 1997 - August 1997 · 7 mos
Ids Life Insurance CompanyBroker
January 1997 - August 1997 · 7 mos
State Registrations5 states
AZIAMNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Darin Pilacinski - Financial Advisor | TrueAdvisor