SENTRY EQUITY SERVICES, INC.
Firm details
- Headquarters
- Stevens Point, Wisconsin
- CRD number
- 5069
- Registered since
- September 19, 1969
- Website
- www.sentry.com
Firm profile
FINTRXOverview
Sentry Equity Services, Inc. is a corporate entity that has been registered with the SEC since 1969. The firm's ownership is recorded as a mix of a domestic entity and an individual. In the provided data it carries an unclassified designation and is not identified as a capital allocator or as an active ESG investor. It is not listed as a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 32CHAD KIIFNER
Product AnalystCRD 5025626
CHRIS MALCHIN
Division Sales Manager of Retirement PlansCRD 4474871
CARLA DANCZYK
Corporate Compliance AnalystCRD 4711455
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stevens Point, WI
PORTAGE
Location
Stevens Point, WI
Headquartered in Stevens Point, WI, anchoring the Wausau-Stevens Point-Wisconsin Rapids, WI metro in the Midwest.
- Metro area
- Wausau-Stevens Point-Wisconsin Rapids, WI
- Region
- Midwest
- County
- PORTAGE
- Address
- 1800 N Point Dr
- Time zone
- CT (UTC-6)
- Office locations
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