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Sharon S

Series 65

St. Louis, MO

SFC Financial LLC

Sharon Stanton is a financial advisor with SFC Financial LLC in St. Louis, MO. She holds a Series 65 designation and has 17 years of industry experience. Stanton has worked at SFC Financial LLC and its affiliated firm Swink Fiehler and Company since 2005. SFC Financial LLC provides investment advisory and planning services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers non-discretionary portfolio supervision, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services, utilizing strategies based on fundamental and technical analysis and asset allocation.

Options & derivatives strategies Retirement income strategy Tax-loss harvesting Long-term care insurance Founder/Business Owner Retired
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Kenneth C

PFS™, Series 66

St. Louis, MO

SFC Financial LLC

Kenneth Coplen is a financial advisor at SFC Financial LLC in St. Louis, MO, with 26 years of industry experience. He holds the PFS™ and Series 66 designations. In addition to his advisory role, he is the owner and secretary of Swink, Fiehler & Company, P.C., a tax accounting and consulting firm he has been involved with since 1989. SFC Financial, LLC offers investment advisory and planning services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides individualized portfolio supervision on a non-discretionary basis, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services.

Options & derivatives strategies Retirement income strategy Tax-loss harvesting Long-term care insurance Founder/Business Owner Retired
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Walter K

Series 65

Sunset Hills, MO

SFC Financial LLC

Walter Klein IV is an advisor with SFC Financial LLC, holding a Series 65 credential and one year of industry experience. He also works as a staff accountant at Swink Coplen & Company, preparing tax returns and projections. SFC Financial, LLC provides investment advisory and planning services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers individualized portfolio supervision on a non-discretionary basis and comprehensive financial planning, utilizing fundamental and technical analysis as well as asset allocation strategies.

Options & derivatives strategies Retirement income strategy Tax-loss harvesting Long-term care insurance Founder/Business Owner Retired
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Jacob P

Series 65

St. Louis, MO

SFC Financial LLC

Jacob Potter is a financial advisor at SFC Financial LLC with four years of industry experience. He holds a Series 65 designation and has served as a shareholder and director of tax at the CPA firm Swink Coplen & Company PC since 1999. SFC Financial LLC provides investment advisory and planning services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers individualized portfolio supervision on a non-discretionary basis, combining fundamental and technical analysis with asset allocation strategies.

Options & derivatives strategies Retirement income strategy Tax-loss harvesting Long-term care insurance Founder/Business Owner Retired
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