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NC

Niley M. Church

SENTRY MANAGEMENT
Wichita Falls, TX 76308-2900
Some features on this profile are disabled
CRD#: 1911219
NC

Professional summary


Niley Monroe Church, who also goes by Niley Church, is a registered financial advisor currently at SENTRY MANAGEMENT INC located in Wichita Falls, Texas.

Niley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Niley has worked at 1 firm and has passed the Series 63 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Niley Church

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Niley Monroe Church's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 18, 2006 - Present

SENTRY MANAGEMENT INC

Office #1: 5 Eureka Circle Suite E, Wichita Falls, TX 76308-2900
RIA
CRD#: 107379
Wichita Falls, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SM
SENTRY MANAGEMENT INC
SENTRY MANAGEMENT INC

CRD#: 107379 / SEC#: 801-38034

RIA
Registered Investment Advisory firm - (12/3/1990 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(8/18/2006)

Exams


State Security Law Exam
RR
Series 63
Date: 12/9/1988
Uniform Securities Agent State Law Examination

Current Firm


SM
SENTRY MANAGEMENT INC
SENTRY MANAGEMENT INC

CRD#: 107379 / SEC#: 801-38034

RIA
Registered Investment Advisory firm - (12/3/1990 Approved)
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Contact information


Main Address
5 Eureka Circle Suite E, Wichita Falls, TX 76308-2900
Mailing Address
Phone number
(940) 696-2100
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (1 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BROCHURE (3/11/2025)

Regulatory assets under management


Total Number of Accounts90
AUM (Assets Under Management)$ 7,813,115,610

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SENTRY MANAGEMENT INC

CRD#: 107379Wichita Falls, TX 76308-2900

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