CONNECT

Address:

W137 N5557 Williams Place
Menomonee Falls, WI 53051

Phone:

888.928.6466 - Wisconsin Headquarters // 800.831.8002 - Missouri Office // 800.345.7789 - Washington Office // 800.553.8902 - Colorado Office // 317.874.3802 - Indiana Office

Fax/Other:

262.703.3580

Matthew Kopecky, LUTCF

Matthew Kopecky, LUTCF

IBEW Member #7388924

 “I find it fulfilling in helping union members become more financially secure during their working years while maintaining financial independence throughout their retirement”.

 
Matt Kopecky earned his Bachelor’s Degree in Economics from Marquette University.  He is a Principal Securities Registered Representative and Investment Adviser Representative for Principal Securities, Inc.
 
Matt specializes in:
 
  • Retirement Planning
  • Estate Conservation Strategies
  • Distribution and Accumulation Techniques
  • Asset Allocation Strategies
  • Risk Management
 
Matt is passionate about helping his fellow union brothers and sisters remain financially independent. He is an IBEW Local 965 member in good standing.
 
He is interested in helping you! Please contact him at 314-495-9166        

 

Matthew Kopecky is licensed in AZ, IL, MO, NM, WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in FL, IA, IL, MO, NM, WI and adviser registered in MO.

Phone (636) 449-0710
Fax (866) 488-0903
Mobile Phone (314) 495-9166
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck