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Sarah Jean Kempf Kopesky

BREAKTHRU ADVISORY SERVICES, LLC·MUSKEGO, Wisconsin
Clean recordBREAKTHRU ADVISORY SERVICES, LLC
W160S6550 COMMERCE DR., MUSKEGO, WI 53150CRD# 6558816Firm CRD# 332173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Jean Kempf Kopesky · MUSKEGO, WI
Registration
CRD #6558816 · BREAKTHRU ADVISORY SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sarah Jean Kempf Kopesky is a registered financial advisor based in MUSKEGO, Wisconsin, affiliated with BREAKTHRU ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BREAKTHRU ADVISORY SERVICES, LLC
BREAKTHRU ADVISORY SERVICES, LLC
AUM
$178M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BREAKTHRU ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6558816
Firm CRD# 332173
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sarah Jean Kempf Kopesky offer?
Sarah Jean Kempf Kopesky specializes in Financial Planning, Investment Management. Contact their office in MUSKEGO, Wisconsin for a consultation.
What are Sarah Jean Kempf Kopesky's credentials?
Sarah Jean Kempf Kopesky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Jean Kempf Kopesky located?
Sarah Jean Kempf Kopesky is based in MUSKEGO, Wisconsin, working with BREAKTHRU ADVISORY SERVICES, LLC. Their office serves clients in the MUSKEGO metropolitan area and surrounding communities.
How does Sarah Jean Kempf Kopesky charge for services?
Sarah Jean Kempf Kopesky's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BREAKTHRU ADVISORY SERVICES, LLC?
BREAKTHRU ADVISORY SERVICES, LLC has approximately 3 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BREAKTHRU ADVISORY SERVICES, LLC

Jerry Jendusa
MUSKEGO, WI
Thomas Leroy Deppe
MUSKEGO, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
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Research
Advisor Fees in WisconsinNational Fee Analysis
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