BREAKTHRU ADVISORY SERVICES, LLC
CRD #332173 SEC #801-130880 MUSKEGO, WI 262 977-9907
SEC Registered
Total AUM
$209.9M
Discretionary
$209.9M
Employees
2
Clients
0
Accounts
768
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEPPE, THOMAS, LEROY | I | COO | NA | Control |
| DEPPE, THOMAS, LEROY | I | COO | NA | Control |
| DEPPE, THOMAS, LEROY | I | COO | NA | Control |
| DEPPE, THOMAS, LEROY | I | COO | NA | Control |
| JENDUSA, JERALD, MATTHEW | I | MANAGING MEMBER | NA | Control |
| JENDUSA, JERALD, MATTHEW | I | MANAGING MEMBER | NA | Control |
| JENDUSA, JERALD, MATTHEW | I | MANAGING MEMBER | NA | Control |
| Jendusa, Jerry | I | MANAGING MEMBER | NA | Control |
| KOPESKY, SARAH, Jean Kempf | I | CCO | NA | Control |
| KOPESKY, SARAH, Jean Kempf | I | CCO | NA | Control |
| KOPESKY, SARAH, Jean Kempf | I | CCO | NA | Control |
| KOPESKY, SARAH, Jean Kempf | I | CCO | NA | Control |
| KOPESKY, SARAH, Jean Kempf | I | CCO | NA | Control |
| KOPESKY, SARAH, Jean Kempf | I | CCO | NA | Control |
| BREAKTHRU STRATEGIES INC. | DE | OWNER | E | Control |
| BREAKTHRU STRATEGIES INC. | DE | OWNER | E | Control |
| BREAKTHRU STRATEGIES INC. | DE | OWNER | E | Control |
| BREAKTHRU STRATEGIES INC. | DE | OWNER | E | Control |
| BREAKTHRU STRATEGIES INC. | DE | OWNER | E | Control |
| BREAKTHRU STRATEGIES INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JENDUSA, JERALD, MATTHEW | I | BREAKTHRU STRATEGIES INC. | E | Control |
| JENDUSA, JERALD, MATTHEW | I | BREAKTHRU STRATEGIES INC. | E | Control |
| Jendusa, Jerry | I | BREAKTHRU STRATEGIES INC. | E | Control |
| Jendusa, Jerry | I | BREAKTHRU STRATEGIES INC. | E | Control |
| Jendusa, Jerry | I | BREAKTHRU STRATEGIES INC. | E | Control |
Registrations
Federal
IA
Jan 29, 2025 REGISTERED
Notice Filings (1)
WI
Address
W160S6550 COMMERCE DR.SUITE 210
MUSKEGO, WI 53150
United States
Phone: 262 977-9907