CRD: 332173
Breakthru Advisory Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2024
- Office Locations
- 1
Office Locations
About Breakthru Advisory Services, LLC
Breakthru Advisory Services, LLC is a Muskego, WI-based RIA serving retail and institutional clients. The firm provides investment management and planning—including financial, estate and tax planning, insurance guidance, risk management, and business succession support. Portfolios emphasize public funds, with meaningful use of ETFs alongside mutual funds, index strategies, and fixed income (including municipal bonds). Custodies through Charles Schwab.
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Owner & Executives
JERALD MATTHEW JENDUSA
Managing Member
- CRD
- --
- Ownership
- Less than 5%
Morgan Nicole Plagenz
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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SARAH Jean Kempf KOPESKY
--
- CRD
- #6558816
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,740,000 | $1,533,415 |
| Non-Discretionary | $0 | -- |
| Total | $125,740,000 | $1,533,415 |
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Separately Managed Accounts
Total SMA Asset: $125,740,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,733,455,433 | 25.2% |
| Equity - Exchange | $736,030,680 | 10.7% |
| Municipal Bonds | $2,132,425,334 | 31.0% |
| Cash | $2,276,879,953 | 33.1% |
| Total | $6,878,791,400 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY TIMBER WAVE | NORTH MATRIX | 9T0JF0EEI | FSD | 5.04% | $41,510,332 |
| PEAK ALPHA SUMMIT | QUANTUM GLACIER | KVY8Q23BC | RBD | 11.06% | $2,400,029 |
| FRONTIER RADIAL UNISON | CREST CAPITAL | AU46NPLX4 | ARZ | 5.88% | $76,982,636 |
| FUSION OAK | LEGACY UNISON | WKEJ4WCTP | KSBT | 10.60% | $73,894,517 |
| HORIZON TIMBER FOCUS | CAPITAL GLACIER | PZSNOO01V | LDK | 7.22% | $79,879,258 |
| LEGACY MERIDIAN | FRONTIER FUSION | PLLNZEIZI | IWY | 7.67% | $110,506,802 |
| CAPITAL VALUE | PEAK LEGACY | KR8598DYQ | LFYL | 0.93% | $64,731,531 |
| PIONEER EAGLE FUSION | CAPITAL FOUNDATION | F7ODYDPWZ | HFJJ | 4.81% | $90,817,408 |