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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-19-2003
- Office Locations
- 3
Office Locations
About SFC Financial LLC
SFC Financial LLC is a Missouri-based RIA providing wealth management, financial planning, and retirement plan solutions for businesses, with investment management rooted in an evidence-based Modern Portfolio Theory approach. Led by founder Ken Coplen, CPA/PFS, the firm builds diversified portfolios often implemented with public funds and ETFs and custodies with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KENNETH ALLEN COPLEN
Chief Compliance Officer, Director, Manager
- CRD
- #1705966
- Ownership
- 50% but less than 75%
JACOB VICTOR POTTER
Tax Partner
- CRD
- #6850874
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Walter Allen Klein IV
--
- CRD
- #8035553
SHARON CATHLEEN STANTON
Administrative Assistant
- CRD
- #5036284
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $208,271,173 | $829,766 |
| Total | $208,271,173 | $829,766 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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