Sarah Jean kempf Kopesky
Investment adviser representative at Coast Advisory LLC
11 yearsExperience
1 stateRegistered in
$122.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Coast Advisory LLCJan 2026 to now
- Breakthru Advisory Services LLCJun 2024 to now
- K2 Financial LLCOct 2023 to now
- Osaic Wealth, Inc.Jan 2024 to Jun 2024
- Woodbury Financial Services IncDec 2015 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (WI).
Coast Advisory LLC
$122.5MAssets managed
546Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6558816
- Firm CRD
- 340229