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Sarah Jean Kempf Kopesky

BREAKTHRU ADVISORY SERVICES, LLC·MUSKEGO, Wisconsin
SIE, Series 6, Series 7, Series 63, Series 65Clean record10 years registeredBREAKTHRU 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 · 10 years registered
Brand Profile
Not yet started
01

Career History

COAST ADVISORY LLC
May 2026 – present
BREAKTHRU ADVISORY SERVICES, LLC
Aug 2024 – present
OSAIC WEALTH, INC.
Jan 2024 – Sep 2024
Muskego, WI
WOODBURY FINANCIAL SERVICES, INC.
Jul 2016 – Jan 2024
MUKWONAGO, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · July 26, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BREAKTHRU ADVISORY SERVICES, LLC
CRD 332173 · SEC 801-130880
AUM
$178M
Regulatory assets under management
Employees
3
580 client accounts
Services offered by BREAKTHRU ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BREAKTHRU ADVISORY SERVICES, LLC →
Introduction

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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

Thomas Leroy Deppe
MUSKEGO, WI

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