Sarah Kopesky
Sarah Kopesky is a registered investment advisor at Breakthru Advisory Services, LLC, based in Muskego, WI, with 10 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 568 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
W160S6550 Commerce Dr., Suite 210, Muskego, WI, 53150
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sarah is the owner of K2 Financial, LLC, which provides tax preparation and insurance services. She dedicates a few hours per week to this activity.
Employment History
Current Registrations
Breakthru Advisory Services, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.