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

FINTRX

Overview

Sentry Equity Services, Inc. is organized as a corporation and has been SEC-registered since 1969. Publicly available records classify the firm as "unclassified" and indicate ownership that involves a domestic entity alongside an individual owner. Registered attributes in FINTRX show the firm does not act as a capital allocator and is not identified as an active ESG investor. The firm's regulatory profile also indicates it is not registered as a multi-state adviser, is not newly formed, and does not serve in a pension consultant role. There is no information provided about advisory services, fee structures, or primary client segments in the source data.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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