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Sherree' Doneice Rogers

SENTRY MANAGEMENT INC·WICHITA FALLS, Texas
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5 EUREKA CIRCLE, WICHITA FALLS, TX 76308-2900CRD# 5031098Firm CRD# 107379
01

About

Sherree' Doneice Rogers is a registered financial advisor based in WICHITA FALLS, Texas, affiliated with SENTRY MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Financial Education
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SENTRY MANAGEMENT INC
SENTRY MANAGEMENT INC
AUM
$8.5B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SENTRY MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Educational seminars/workshops
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: TRANSACTION BASED FEE ON MUNICIPAL BOND ISSUES
Regulatory
SEC/IARD CRD# 5031098
Firm CRD# 107379
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sherree' Doneice Rogers offer?
Sherree' Doneice Rogers specializes in Investment Management, Wealth Management, Financial Education. Contact their office in WICHITA FALLS, Texas for a consultation.
What are Sherree' Doneice Rogers's credentials?
Sherree' Doneice Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sherree' Doneice Rogers located?
Sherree' Doneice Rogers is based in WICHITA FALLS, Texas, working with SENTRY MANAGEMENT INC. Their office serves clients in the WICHITA FALLS metropolitan area and surrounding communities.
How does Sherree' Doneice Rogers charge for services?
Sherree' Doneice Rogers's firm is compensated through percentage of aum, subscription fees, other: transaction based fee on municipal bond issues. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SENTRY MANAGEMENT INC?
SENTRY MANAGEMENT INC has approximately 5 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WICHITA FALLS
George Murphy Davis — SENTRY MANAGEMENT INCNiley Church — SENTRY MANAGEMENT INCBonnie Bowers Davis — SENTRY MANAGEMENT INCGeorge Murphy Davis — SENTRY MANAGEMENT INCGloria Ann Bohannon — MERCANTILE ADVISORS I, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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