Kenneth Coplen (CRD# 1705966) is an Investment Advisor Representative working at Sfc Financial LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sfc Financial, LLC | St Louis, MO | Dec 2003 - Current | 20 |
| Swink, Fiehler & Company, P.c. | St. Louis, MO | Jan 1989 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
- MO
- TX
-
Total Assets Under Management162MILLIONS
-
Total Number of Accounts212ACCOUNTS
-
Average Account Value$765,121
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, MO, TX
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