Matthew Kopecky, financial advisor Glen Carbon IL

Matthew Kopecky

CRD Number: 5198240
Current Firm: Principal Securities, Inc.

Matthew Kopecky (CRD# 5198240) is an Investment Advisor Representative working at Principal Securities, Inc. in Glen Carbon, IL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Kopecky Financial Services Glen Carbon, IL Jun 2021 - Current 2
Principal Securities Inc. Glen Carbon, IL Mar 2016 - Current 8
Union Financial Inc. Edwardsville, IL Jul 2008 - Current 15
Principal Life Insurance Company Glen Carbon, IL Sep 2007 - Current 16
Princor Financial Services Edwardsville, IL Sep 2007 - Mar 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2006
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Matthew P. Kopecky
Phone Number: 888-774-6267
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    9,417
    MILLIONS
  • Total Number of Accounts
    46,075
    ACCOUNTS
  • Average Account Value
    $204,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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