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Carol Patricia Sanders

SENTRY INVESTMENT MANAGEMENT, L.L.C.·STEVENS POINT, Wisconsin
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1800 N POINT DRIVE, STEVENS POINT, WI 54481CRD# 6256210Firm CRD# 105176
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About

Carol Patricia Sanders is a registered financial advisor based in STEVENS POINT, Wisconsin, affiliated with SENTRY INVESTMENT MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SENTRY INVESTMENT MANAGEMENT, L.L.C.
SENTRY INVESTMENT MANAGEMENT, L.L.C.
AUM
$1.4B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SENTRY INVESTMENT MANAGEMENT, L.L.C. →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6256210
Firm CRD# 105176
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carol Patricia Sanders offer?
Carol Patricia Sanders specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in STEVENS POINT, Wisconsin for a consultation.
What are Carol Patricia Sanders's credentials?
Carol Patricia Sanders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Patricia Sanders located?
Carol Patricia Sanders is based in STEVENS POINT, Wisconsin, working with SENTRY INVESTMENT MANAGEMENT, L.L.C.. Their office serves clients in the STEVENS POINT metropolitan area and surrounding communities.
How does Carol Patricia Sanders charge for services?
Carol Patricia Sanders's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SENTRY INVESTMENT MANAGEMENT, L.L.C.?
SENTRY INVESTMENT MANAGEMENT, L.L.C. has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STEVENS POINT
William James Lohr — SENTRY INVESTMENT MANAGEMENT, L.L.C.James John Weishan — SENTRY INVESTMENT MANAGEMENT, L.L.C.Kenneth J Erler — SENTRY INVESTMENT MANAGEMENT, L.L.C.Michael J Williams — SENTRY INVESTMENT MANAGEMENT, L.L.C.Todd Michael Schroeder — SENTRY INVESTMENT MANAGEMENT, L.L.C.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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