KC
PFS
KC
PFS

Kenneth Allen Coplen

25 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
68 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$180.9M

Fee Structure

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Location

3890 S. Lindbergh Blvd., Suite 210, St. Louis, MO, 63127

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kenneth is the owner/secretary of Swink, Fichler & Co., P.C. since 1989, working as a tax accountant and consultant nearly full-time.

Employment History
Current Registrations
Sfc Financial LLC
December 2003 - Present · 22 yrs 2 mos
Previous Registrations
Evets Financial Securities, INC.
August 2000 - December 2003 · 3 yrs 4 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.
Kenneth Allen Coplen - Financial Advisor | TrueAdvisor