Sarah Kopesky has been an investment adviser representative at Breakthru Advisory Services since August 2024, and is not listed among the firm’s executive officers or direct owners.
Breakthru Advisory Services, LLC is a Muskego, WI firm with $126M under management, 21 clients and 2 advisers in one office, as of its July 2026 filing.
Sarah Kopesky’s longest registration was 7 years at Woodbury Financial Services, Inc. (2016–2024). Before joining Breakthru Advisory Services in 2024, Sarah Kopesky was registered through Osaic Wealth, Inc. and Woodbury Financial Services, Inc.
- Coast Advisory LLCAlso current– present · under a yearEast Troy, WI · Adviser representative · Firm CRD 340229
- – present · 2 yearsMuskego, WI · Adviser representative · Firm CRD 332173
- Osaic Wealth, Inc.– · under a yearMuskego, WI · Adviser representative · Firm CRD 23131
- Woodbury Financial Services, Inc.– · 7 yearsMukwonago, WI · Adviser representative · Firm CRD 421
Investment adviser representative registrations
Sarah Kopesky is registered as an investment adviser representative in Wisconsin, since August 2024.
- WisconsinSince 8 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 25 September 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 February 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 December 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Sarah Jean Kempf Kopesky
- CRD
- 6558816
- Firm
- Breakthru Advisory Services · CRD 332173
- Office
- W160S6550 COMMERCE DR., SUITE 210, Muskego, WI 53150-7961
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Sarah Kopesky work?
Sarah Kopesky is an investment adviser representative registered through Breakthru Advisory Services, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Sarah Kopesky a financial advisor?
Yes. Sarah Kopesky has a current investment-adviser registration in Wisconsin, through Breakthru Advisory Services since August 2024.
How many years of experience does Sarah Kopesky have?
Sarah Kopesky has 10 years in the financial industry, since December 2015, across 4 adviser firms.
What exams has Sarah Kopesky passed?
Sarah Kopesky has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in December 2015. FINRA credited Sarah Kopesky with the SIE, which began in October 2018.
Where did Sarah Kopesky work before Breakthru Advisory Services?
Before Breakthru Advisory Services, Sarah Kopesky was registered through Woodbury Financial Services, Inc., July 2016 to January 2024.
Where is Sarah Kopesky based?
Sarah Kopesky’s registered office is in Muskego, WI.
Is Sarah Kopesky registered with FINRA?
No. Sarah Kopesky has no current broker registration.
How can I verify Sarah Kopesky’s record?
Search CRD 6558816 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Kopesky’s full registration record.