Matthew D Tucek
Investment Adviser Representative at Highpoint Planning Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew D. Tucek is an investment adviser representative with Highpoint Planning Partners in St. Charles, IL, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Morgan Stanley. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois.
Registrations & licenses
- Investment adviser:
- Illinois
- Broker:
1 state or territory
Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan StanleyNov 2023 – Mar 2024Chicago, IL
- OLD Second National BANKMay 2019 – Oct 2023Bloomingdale, IL
- WEST Suburban BANKMay 2019 – Oct 2023Bloomingdale, IL
- BEST BUYMar 2015 – May 2019Bloomingdale, IL
- Apple Inc.Jul 2024 – Jan 2025Naperville, IL
- LPL Financial, LLCApr 2025 – no end date reportedSt. Charles, IL
- UnemployedApr 2024 – Jun 2024St. Charles, IL
- Highpoint Advisor Group, LLC D/b/a Onpath Financial LLCApr 2025 – no end date reportedSt. Charles, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Highpoint Planning Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 111
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Downers Grove, IL
- SEC file number:
- 801-122583
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew D Tucek has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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