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Kenneth Allen Coplen

SFC FINANCIAL LLC·SUNSET HILLS, Missouri
Series 7, Series 66Clean record26 years registeredSFC FINANCIAL LLC
3890 S. LINDBERGH BLVD, SUNSET HILLS, MO 63127-1391CRD# 1705966Firm CRD# 129817

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Allen Coplen · SUNSET HILLS, MO
Registration
CRD #1705966 · SFC FINANCIAL LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

SFC FINANCIAL LLC
Dec 2003 – present
EVETS FINANCIAL SECURITIES, INC.
Aug 2000 – Dec 2003
ST. LOUIS, MO
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · August 8, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SFC FINANCIAL LLC
CRD 129817 · SEC 801-107167
AUM
$162M
Regulatory assets under management
Employees
4
212 client accounts
Services offered by SFC FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SFC FINANCIAL LLC →
Introduction

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05

Frequently Asked Questions

What services does Kenneth Allen Coplen offer?
Kenneth Allen Coplen specializes in Financial Planning, Investment Management. Contact their office in SUNSET HILLS, Missouri for a consultation.
What are Kenneth Allen Coplen's credentials?
Kenneth Allen Coplen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Allen Coplen located?
Kenneth Allen Coplen is based in SUNSET HILLS, Missouri, working with SFC FINANCIAL LLC. Their office serves clients in the SUNSET HILLS metropolitan area and surrounding communities.
How does Kenneth Allen Coplen charge for services?
Kenneth Allen Coplen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SFC FINANCIAL LLC?
SFC FINANCIAL LLC has approximately 4 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SFC FINANCIAL LLC

Jacob Victor Potter
SUNSET HILLS, MO
David Patrick Smith
ST. LOUIS, MO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (349)KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideCHESTERFIELD GuideSAINT LOUIS Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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