Skip to content

David M Kujawa

Investment adviser representative at Highpoint Planning Partners
15 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$4.8BFirm assets

Are you David M Kujawa? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Highpoint Planning PartnersDec 2021 to now
  2. Highpoint Advisor Group, LLC (dba: Onpath Financial, LLC)Oct 2013 to now
  3. LPL Financial, LLCOct 2011 to now

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Highpoint Planning Partners

Legal name: Highpoint Advisor Group, LLC

$4.8BAssets managed
9,258Clients
114Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5156115
Firm CRD
316636
Advisor's SEC record (opens in a new tab)
CallContact this firm