David Kujawa
David Kujawa is a CFP, ChFC-designated registered investment advisor at Highpoint Planning Partners, based in St. Charles, IL, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 8,096 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HighPoint Advisor Group charges an annual fee based on the value of your portfolio, ranging from 0% to 2.20%. This fee is billed quarterly in advance. If you end your agreement before the quarter is over, you'll receive a prorated refund for the remaining days.
Location
10 W Illinois St # 120, St. Charles, IL, 60174
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Regulatory History (1)
Customer Dispute
May 2024Other Business ActivitiesSells Insurance
David is an agent selling fixed insurance products through David Kujawa Agency, Inc. He also works with HighPoint Advisor Group, LLC and OnPath Financial, LLC, spending about half of his time on these activities, and collects watches.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
LPL Financial LLC
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations15 states
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.