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 SEC-registered entity that first registered in 1969. Publicly available records list its ownership as a combination of a domestic entity and an individual, and the firm's regulatory classification is recorded as unclassified. The firm has provided very limited disclosure about its business model: information on client segments, fee schedules, and advisory services is not present in the available dataset. Regulatory flags in the profile show a number of negative or absent attributes: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multistate adviser, and is not characterized as a pension consultant or related adviser. Those entries, combined with the sparse operational detail, make it difficult to infer a clear market positioning or target client type from the record.
Assets & Accounts
Investments & Alternatives
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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