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Sarah Jean Kempf Kopesky

Investment Adviser Representative at BREAKTHRU ADVISORY SERVICES, LLC

East Troy, WICRD #6558816Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Wisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/14/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 2/24/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/25/2017
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/15/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Asset tierAnnual rate
All Assets1.50%
Source

Breakthru Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COAST ADVISORY LLCCurrent
5/28/2026 – East Troy, WI
BREAKTHRU ADVISORY SERVICES, LLCCurrent
8/8/2024 – Muskego, WI
OSAIC WEALTH, INC.
1/19/2024 – 9/11/2024Muskego, WI
WOODBURY FINANCIAL SERVICES, INC.
7/26/2016 – 1/19/2024Mukwonago, WI

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BREAKTHRU ADVISORY SERVICES, LLC

1 other advisor in the directory

Candice Lynn Genrich
Investment Adviser Representative
Investment Adviser Rep
View BREAKTHRU ADVISORY SERVICES, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sarah Jean Kempf Kopesky has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.