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 has been registered with the SEC since 1969. Publicly available profile fields classify the firm as unclassified and identify its ownership as a domestic entity / individual. The firm is not listed as a capital allocator, does not indicate active ESG investing, and is not identified as a multi-state or newly formed adviser. FINTRX does not provide descriptions of the firm’s business activities or advisory services.
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 32
Ricardo Guerrero
Retirement Plan Education SpecialistCRD 4965609
Scott Rajski
Internal WholesalerCRD 4736663
Wendy Whitrock-keller
DirectorCRD 5926229
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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