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Peter R. Shulla

SENTINEL ADVISORY GROUP
MIDDLETON, WI 53562
Some features on this profile are disabled
CRD#: 5056484
PS

Professional summary

Peter Robert Shulla is a registered financial advisor currently at SENTINEL ADVISORY GROUP, LLC located in Middleton, Wisconsin.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Peter has worked at 3 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Peter Robert Shulla'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

December 23, 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

BD
CRD#: 8032
Middleton, WI
Past

November 26, 2012 - February 25, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
MIDDLETON, WI
Past

August 24, 2006 - July 9, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MIDDLETON, WI

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
(12/23/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/11/2024
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/19/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/6/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/24/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/23/2006
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SA
SENTINEL ADVISORY GROUP, LLC
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
10

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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.

Company Information

SENTINEL ADVISORY GROUP, LLC

CRD#: 338121Middleton, WI 53562

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