Cary A. Grunder

SENTINEL ADVISORY GROUP

MIDDLETON, WI 53562

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CRD#: 2102670

Professional summary

Cary Armin Grunder, ChFC®, CLU®, who also goes by Cary Amin Grunder, is a registered financial advisor currently at SENTINEL ADVISORY GROUP, LLC located in Middleton, Wisconsin.

Cary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Cary has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cary Amin Grunder

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 Cary Armin Grunder'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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

December 22, 2025 - Present

SENTINEL ADVISORY GROUP, LLC

Office #1: 1600 Aspen Commons Suite 825, Middleton, WI 53562

RIA

CRD#: 338121

MIDDLETON, WI

Past

July 9, 2024 - December 31, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Middleton, WI

Past

July 9, 2024 - December 31, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Middleton, WI

Past

February 6, 2009 - September 14, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

MIDDLETON, WI

Past

March 14, 1995 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

March 14, 1995 - July 9, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MIDDLETON, WI

Past

November 7, 1990 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

November 7, 1990 - January 19, 1995

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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

Wisconsin
(12/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/5/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/1/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/5/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SENTINEL ADVISORY GROUP, LLC

CRD#: 338121 / SEC#: 801-134809

RIA

Registered Investment Advisory firm - (12/2/2025 120-Day Approval)

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Contact information

Main Address

1600 Aspen Commons Suite 825, Middleton, WI 53562

Mailing Address

Phone number

(608) 579-9350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (10/22/2025)

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.

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Cary A. Grunder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cary Armin Grunder's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/5/1990

SIE

Date: 10/1/2018

Series 7

Date: 5/1/2008

Series 6

Date: 11/5/1990

Current Firm

SENTINEL ADVISORY GROUP, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SENTINEL ADVISORY GROUP, LLC

TRUST BUT VERIFY

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