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FIRM PROFILE
Overview
SENTRY EQUITY SERVICES, INC. is located at 1800 North Point Drive, Stevens Point, WI 54481 and was first established at Chicago, Delaware in 05/09/1969. After operating for 57 years, SENTRY EQUITY SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SENTRY EQUITY SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. SENTRY EQUITY SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SENTRY EQUITY SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SENTRY EQUITY SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SENTRY EQUITY SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for SENTRY EQUITY SERVICES, INC. Comes From
Understanding the Statistics for SENTRY EQUITY SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1800 North Point Drive, Stevens Point, WI 54481
1800 North Point Drive, Stevens Point, WI 54481
Small
(715) 346-6000
Delaware since 05/09/1969
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at SENTRY EQUITY SERVICES, INC.
Brian James Cahal
Elaine Mary Parent
Chris Malchin
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