Sfc Financial LLC

Sfc Financial LLC (CRD# 129817) is a financial advisory firm headquartered in Sunset Hills, MO. They manage $162,205,594 in 212 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3890 S. Lindbergh Blvd, Suite 200, Sunset Hills, MO 63127
https://www.sfcfin.com/
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $765,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MO, TX

Financial Advisors at Sfc Financial LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kenneth Coplen, financial advisor Saint Louis MO
Kenneth A. Coplen
CRD#: 1705966
3890 S. Lindbergh Blvd., Suite 210, Saint Louis, MO 63127

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.

2
Sharon Stanton, financial advisor Saint Louis MO
Sharon C. Stanton
CRD#: 5036284
3890 South Lindberg Blvd., Suite 210, Saint Louis, MO 63127

Sharon Stanton (CRD# 5036284) is an Investment Advisor Representative working at Sfc Financial LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.

3
Jacob Potter, financial advisor Saint Louis MO
Jacob V. Potter
CRD#: 6850874
3890 South Lindbergh Blvd., Suite 200, Saint Louis, MO 63127

Jacob Potter (CRD# 6850874) is an Investment Advisor Representative working at Sfc Financial LLC in Saint Louis, MO and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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