Advisor at Breakthru Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Breakthru Advisory Services, LLC
Location
Muskego, WI 53150
Credentials
Series 63, Series 65
Industry experience
10 years
Sarah Kopesky is a financial advisor with Breakthru Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at several firms, including Woodbury Financial Services and Coast Advisory LLC. Outside of advising, she owns K2 Financial, LLC, which provides tax preparation and insurance services. Breakthru Advisory Services serves individuals, high-net-worth clients, trusts, and estates, offering asset management, portfolio management, and financial planning. The firm employs tailored investment strategies, conducts regular account reviews, and manages approximately $210 million in discretionary assets for about 500 clients.
Based on Breakthru Advisory Services, LLC
Based on Breakthru Advisory Services, LLC
1.50% annually
Up to $500 per hour
W160 S6550 Commerce Dr., Suite 210
Muskego, WI 53150
Wisconsin
Coast Advisory LLC
2026 - Present (1 year)
Breakthru Advisory Services LLC
2024 - Present (2 years)
OSAIC
2024 - 2024 (1 year)
K2 Financial LLC
2023 - Present (3 years)
Woodbury Financial Services inc
2016 - 2024 (8 years)
Woodbury Financial Services inc
2015 - 2024 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Series 66
Waterford, WI
FIAT LUX Capital Management
CFP®
Milwaukee, WI
Hilltop Financial Advisors
CFA®
Milwaukee, WI
Magis Management, LLC
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