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 organized as a corporation and is listed with owner types that include a domestic entity and an individual. FINTRX data classifies the firm as "Unclassified" and indicates it does not act as a capital allocator. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. No business activities, advisory activities, or affiliations were provided in the source data.
Assets & Accounts
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 30
Ricardo Guerrero
Retirement Plan Education SpecialistCRD 4965609
Scott Rajski
ManagerCRD 4736663
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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