Managing Member · Breakthru Advisory Services, LLC
Jerald M. Jendusa
CRD 7945303 · Named on Form ADV at one SEC-registered adviser
At a glance
Breakthru Advisory Services, LLC, an SEC-registered wealth manager based in Muskego, WI with $126 million in regulatory assets, lists Jerald M. Jendusa on its Form ADV as Managing Member, a control person.
Firms and roles
- Breakthru Advisory Services, LLCManaging MemberWealth manager · Muskego, WI · $126M in regulatory assets
AtlasMembers
Jerald’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Abigail J. LemkeChief Compliance Officer, Breakthru Advisory Services, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jerald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.