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Matthew Peter Kopecky

Principal Securities, Inc.

Glen Carbon, IL

Chesterfield, MO

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Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-06-17
IL RA APPROVED 2017-07-17
  • TX RA
    APPROVED_RES
    Since 2021-06-17
  • IL RA
    APPROVED
    Since 2017-07-17

Branch Locations

7 B Ginger Creek Village Dr, Glen Carbon, IL 62034 • United States

16305 Swingley Ridge Rd Ste 465, Chesterfield, MO 63017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Glen Carbon IL 09/2007 Present
Union Financial Inc. Edwardsville IL 07/2008 Present
Principal Securities, Inc. Glen Carbon IL 03/2016 Present
Kopecky Financial Services Glen Carbon IL 06/2021 Present
  • 09/2007 → Present
    Principal Life Insurance Company
    Glen Carbon, IL
  • 07/2008 → Present
    Union Financial Inc.
    Edwardsville, IL
  • 03/2016 → Present
    Principal Securities, Inc.
    Glen Carbon, IL
  • 06/2021 → Present
    Kopecky Financial Services
    Glen Carbon, IL
Other Businesses

***OUTSIDE INSURANCE. BROKER- LIFE, DI, LTC, FIXED ANNUITIES. EFFECTIVE DATE - 11/14/13.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-18
S63 Uniform Securities Agent State Law Examination 2006-09-18
  • S65 Uniform Investment Adviser Law Examination
    2009-09-18
  • S63 Uniform Securities Agent State Law Examination
    2006-09-18
Other Names
  • Matt Peter Kopecky

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.

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GREGORY LAWRENCE WIEGERS
Whitney Ann Cadagin
KEVIN MICHAEL CADAGIN
SCOTT DOUGLAS CARSON
MARK VINCENT ALLARIA
JOSEPH MICHAEL ALLARIA
Jeffrey Ryan Waters
Tyler Hasty

Other Offices

COMMONWEALTH FINANCIAL NETWORK · Glen Carbon, IL
CARSONALLARIA WEALTH MANAGEMENT, LTD. · GLEN CARBON, IL
EDWARD JONES · GLEN CARBON, IL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Glen Carbon, IL
EDWARD JONES · EDWARDSVILLE, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Edwardsville, IL
EQUITABLE ADVISORS, LLC · EDWARDSVILLE, IL
EDWARD JONES · GLEN CARBON, IL

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