Kenneth Coplen
SFC Financial · St. Louis, Missouri
Kenneth Coplen is a fee-only financial advisor at SFC Financial in St. Louis, Missouri, who holds the PFS credential. Kenneth focuses on small business owners. SFC Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
Facts
| Firm | SFC Financial |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $208.3M across 251 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in MO, TX · CRD 1705966 |
| Exams passed | Series 66 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sfcfin.com |
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Questions about Kenneth
Is Kenneth Coplen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and SFC Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenneth charge for financial advice?
Kenneth's firm, SFC Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kenneth Coplen based?
Kenneth Coplen is based in St. Louis, Missouri.
What does Kenneth specialize in?
Kenneth's specialties include small business owners. Kenneth works with founders, executives and ultra high net worth.
What credentials does Kenneth Coplen hold?
Kenneth Coplen holds the PFS credential.
Is Kenneth Coplen registered with the SEC?
Yes. Kenneth Coplen is registered as an investment adviser representative in MO and TX (CRD 1705966), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SFC Financial manage?
SFC Financial reports $208.3M across 251 accounts in assets under management.
How do I contact Kenneth Coplen?
Through Kenneth's website, www.sfcfin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SFC Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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