Sentry Equity Services, Inc.

Broker-DealerFINRA MemberEst. 1969
Total AUM
Advisory reps
32
Avg account
$0

Firm details

Headquarters
Stevens Point, Wisconsin
CRD number
5069
Registered since
September 19, 1969

Firm profile

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Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 32
  • Chad Kiifner

    Product AnalystCRD 5025626

  • Chris Malchin

    Chris Malchin

    Division Sales Manager of Retirement PlansCRD 4474871

  • Carla Danczyk

    Carla Danczyk

    Corporate Compliance AnalystCRD 4711455

Unlock 29 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth