Jerald Jendusa is a control person of Breakthru Advisory Services and directly owns under 5% of it.
Breakthru Advisory Services is an investment adviser based in Muskego, WI, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $126 million, as filed on 29 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7945303
- Firm
- Breakthru Advisory Services · CRD 332173
- Role
- Managing Member
- In role since
- May 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Muskego, WI
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jerald Jendusa work?
Jerald Jendusa has been Managing Member of Breakthru Advisory Services, LLC since May 2024, and is a control person of the firm.
How can I verify Jerald Jendusa’s record?
Jerald Jendusa’s role is listed on Breakthru Advisory Services, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 332173.