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Sarah Jean Kempf Kopesky

BREAKTHRU ADVISORY SERVICES, LLC·MUSKEGO, Wisconsin
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W160S6550 COMMERCE DR., MUSKEGO, WI 53150CRD# 6558816Firm CRD# 332173
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
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
No disclosures on file
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 in MUSKEGO
Jerry Jendusa — BREAKTHRU ADVISORY SERVICES, LLCThomas Leroy Deppe — BREAKTHRU ADVISORY SERVICES, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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