AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AD

Antonio Anibal Dionizio

SENTRY EQUITY SERVICES
STEVENS POINT, WI
·CRD# 4561684·11 years experience

Professional Summary

Antonio Anibal Dionizio is a registered financial advisor currently at SENTRY EQUITY SERVICES, INC. located in Stevens Point, Wisconsin. Antonio is registered as a RR (Registered Representative) and started their career in finance in 2015. Antonio has worked at 3 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
View profile
CH
Cory Robert Herbert Henschel

AMERIPRISE FINANCIAL SERVICES, LLC

Sheboygan, WI · CRD#
John Francis Stoj
John Francis Stoj

XYPN SAPPHIRE

Atlanta, GA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
MW
Mark Andrew Witaschek

AURELIUS FAMILY OFFICE, LLC

Tullahoma, TN · CRD#
CH
Cory Robert Herbert Henschel

AMERIPRISE FINANCIAL SERVICES, LLC

Sheboygan, WI · CRD#
John Francis Stoj
John Francis Stoj

XYPN SAPPHIRE

Atlanta, GA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
MW
Mark Andrew Witaschek

AURELIUS FAMILY OFFICE, LLC

Tullahoma, TN · CRD#
CH
Cory Robert Herbert Henschel

AMERIPRISE FINANCIAL SERVICES, LLC

Sheboygan, WI · CRD#
John Francis Stoj
John Francis Stoj

XYPN SAPPHIRE

Atlanta, GA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
MW
Mark Andrew Witaschek

AURELIUS FAMILY OFFICE, LLC

Tullahoma, TN · CRD#
CH
Cory Robert Herbert Henschel

AMERIPRISE FINANCIAL SERVICES, LLC

Sheboygan, WI · CRD#
John Francis Stoj
John Francis Stoj

XYPN SAPPHIRE

Atlanta, GA · CRD#

Years of Experience

11 years in the financial services industry

Current & Past Employments

SENTRY EQUITY SERVICES, INC.·CRD# 5069
BD
1800 North Point Drive, Stevens Point, WI 54481
June 21, 2023 - Present
THE LEADERS GROUP, INC.·CRD# 37157
BD
Summit, NJ
October 24, 2022 - June 12, 2023
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC·CRD# 21570
BD
Shelton, CT
July 8, 2015 - November 17, 2020

Similar Advisors

James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
MW
Mark Andrew Witaschek

AURELIUS FAMILY OFFICE, LLC

Tullahoma, TN · CRD#
CH
Cory Robert Herbert Henschel

AMERIPRISE FINANCIAL SERVICES, LLC

Sheboygan, WI · CRD#
John Francis Stoj
John Francis Stoj

XYPN SAPPHIRE

Atlanta, GA · CRD#

Current Firm

SE
SENTRY EQUITY SERVICES, INC.

SENTRY EQUITY SERVICES, INC.

CRD#: 5069 / SEC#: 8-15078
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

1800 North Point Drive, Stevens Point, WI 54481

Mailing Address

1800 North Point Drive, Stevens Point, WI 54481

Phone Number

(715) 346-6000

Established

Delaware since 05/09/1969

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (29 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
SENTRY INSURANCE A MUTUAL COSHAREHOLDER—
DANCZYK, CARLA MARIECHIEF COMPLIANCE OFFICER4711455
GWIDT, PAUL MATTHEWTREASURER6777031
HYLAND, JOHNPRESIDENT7741049
MCPARTLAND, PETER GEORGEDIRECTOR/CHAIRMAN OF THE BOARD6109531
NIMM, SEANDIRECTOR7978565

Disclosures

Regulatory Event

2

Similar Advisors

James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
MW
Mark Andrew Witaschek

AURELIUS FAMILY OFFICE, LLC

Tullahoma, TN · CRD#
CH
Cory Robert Herbert Henschel

AMERIPRISE FINANCIAL SERVICES, LLC

Sheboygan, WI · CRD#
John Francis Stoj
John Francis Stoj

XYPN SAPPHIRE

Atlanta, GA · CRD#

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.

Similar Advisors

James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
MW
Mark Andrew Witaschek

AURELIUS FAMILY OFFICE, LLC

Tullahoma, TN · CRD#
CH
Cory Robert Herbert Henschel

AMERIPRISE FINANCIAL SERVICES, LLC

Sheboygan, WI · CRD#
John Francis Stoj
John Francis Stoj

XYPN SAPPHIRE

Atlanta, GA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(6/21/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2015About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 2022About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2015About the Series 6 exam
FINRA
SRO Registrations

Similar Advisors

James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
MW
Mark Andrew Witaschek

AURELIUS FAMILY OFFICE, LLC

Tullahoma, TN · CRD#
CH
Cory Robert Herbert Henschel

AMERIPRISE FINANCIAL SERVICES, LLC

Sheboygan, WI · CRD#
John Francis Stoj
John Francis Stoj

XYPN SAPPHIRE

Atlanta, GA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Antonio Anibal Dionizio's CRS (Customer Relationship Summary).

Similar Advisors

James E Blue II
James E Blue II

BLUE ADVISORS

UPPER ARLINGTON, OH · CRD#
MW
Mark Andrew Witaschek

AURELIUS FAMILY OFFICE, LLC

Tullahoma, TN · CRD#
CH
Cory Robert Herbert Henschel

AMERIPRISE FINANCIAL SERVICES, LLC

Sheboygan, WI · CRD#
John Francis Stoj
John Francis Stoj

XYPN SAPPHIRE

Atlanta, GA · CRD#
AD
Follow Antonio
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required