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BREAKTHRU ADVISORY SERVICES, LLC
BREAKTHRU ADVISORY SERVICES, LLC
MUSKEGO, Wisconsin
·
3 registered advisors
·
CRD# 332173
SEC# 801-130880
0
262 977-9907
01
Firm Overview
AUM
$178M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at BREAKTHRU ADVISORY SERVICES, LLC
3 registered advisors
Jerry Jendusa
MUSKEGO, Wisconsin
CRD# 7945303
Sarah Jean Kempf Kopesky
MUSKEGO, Wisconsin
CRD# 6558816
Thomas Leroy Deppe
MUSKEGO, Wisconsin
CRD# 5121635
05
Office Locations
MUSKEGO, Wisconsin
3 advisors
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Data sourced from SEC Form ADV filings. BREAKTHRU ADVISORY SERVICES, LLC (CRD# 332173) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.